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Vanguard ESG US Corporate Bond ETF

54 hedge funds and large institutions have $55.6M invested in Vanguard ESG US Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

92% more call options, than puts

Call options by funds: $845K | Put options by funds: $440K

83% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 12

62% more capital invested

Capital invested by funds: $34.4M → $55.6M (+$21.2M)

13% more funds holding

Funds holding: 4854 (+6)

4.75% less ownership

Funds ownership: 24.36%19.6% (-4.8%)

Holders
54
Holders Change
+6
Holders Change %
+12.5%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
22
Reduced
12
Closed
7
Calls
$845K
Puts
$440K
Net Calls
+$405K
Net Calls Change
-$854K
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
1
Truist Financial
North Carolina
$8.54M +$8.48M +140,745 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.87M +$6.82M +113,209 New
RWP
3
RWA Wealth Partners
Massachusetts
$4.76M +$365K +6,064 +9%
PFM
4
Parsec Financial Management
North Carolina
$4.45M -$98.1K -1,627 -2%
HDIM
5
Hanson & Doremus Investment Management
Vermont
$4.32M +$759K +12,591 +21%
EB
6
Eastern Bank
Massachusetts
$3.66M +$3.64M +60,383 New
LPL Financial
7
LPL Financial
California
$2.97M -$27.7K -460 -0.9%
HI
8
Human Investing
Oregon
$2.03M -$13.3K -221 -0.7%
Bank of America
9
Bank of America
North Carolina
$1.95M +$1.64M +27,267 +557%
TH
10
Team Hewins
California
$1.4M +$1.4M +23,155 New
Mariner
11
Mariner
Kansas
$1.35M +$394K +6,541 +42%
Jane Street
12
Jane Street
New York
$1.23M -$4.01M -66,571 -77%
CFG
13
Carr Financial Group
Massachusetts
$1.2M +$1.19M +19,800 New
Wells Fargo
14
Wells Fargo
California
$850K +$210K +3,478 +33%
NCM
15
Northland Capital Management
Minnesota
$799K -$589K -9,780 -43%
DJSG
16
D.J. St. Germain
Massachusetts
$793K +$1.61M +26,721 New
NA
17
NewEdge Advisors
Louisiana
$717K +$717K +11,893 New
RJA
18
Raymond James & Associates
Florida
$521K +$198K +3,290 +62%
NYLIM
19
New York Life Investment Management
New York
$517K +$85.9K +1,426 +20%
WFA
20
West Financial Advisors
Iowa
$486K +$422 +7 +0.1%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$479K +$5.48K +91 +1%
CI Investments Inc
22
CI Investments Inc
Ontario, Canada
$395K -$30.1K -500 -7%
RCAG
23
Rehmann Capital Advisory Group
Michigan
$391K +$72.2K +1,198 +23%
WCWM
24
Willow Creek Wealth Management
California
$389K -$393K -6,517 -50%
MMA
25
Miracle Mile Advisors
California
$386K +$384K +6,368 New

VCEB Hedge Fund Activity: Q4 2022 in Review

54 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Corporate Bond ETF (VCEB) for Q4 2022, worth a combined $55.6M — up 62% from $34.4M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new VCEB positions and 7 closed out — a net gain of 7 holders — while 22 added to existing stakes and 12 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $8.48M. The largest seller was Column Capital Advisors, cutting an estimated $5.12M.

  • 54 institutional investors held Vanguard ESG US Corporate Bond ETF (VCEB) as of Q4 2022, up from 48 in Q3 2022.
  • Funds reported $55.6M of Vanguard ESG US Corporate Bond ETF stock for Q4 2022, up 62% quarter-over-quarter.
  • 14 funds opened new Vanguard ESG US Corporate Bond ETF positions in Q4 2022 and 7 closed out, a net change of +7 holders.
  • The largest Vanguard ESG US Corporate Bond ETF buyer in Q4 2022 was Truist Financial, an estimated $8.48M added.
  • The largest Vanguard ESG US Corporate Bond ETF seller in Q4 2022 was Column Capital Advisors, an estimated $5.12M sold.

Based on aggregated 13F filings for Q4 2022.