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Vanguard ESG US Corporate Bond ETF

59 hedge funds and large institutions have $137M invested in Vanguard ESG US Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 9

146% more capital invested

Capital invested by funds: $55.6M → $137M (+$81.1M)

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

135% more call options, than puts

Call options by funds: $1.48M | Put options by funds: $631K

20.2% more ownership

Funds ownership: 19.6%39.8% (+20%)

9% more funds holding

Funds holding: 5459 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
59
Holders Change
+5
Holders Change %
+9.26%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
28
Reduced
9
Closed
5
Calls
$1.48M
Puts
$631K
Net Calls
+$851K
Net Calls Change
+$446K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$70.5M +$69.7M +1,123,821 New
Truist Financial
2
Truist Financial
North Carolina
$10.2M +$1.44M +23,235 +17%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.85M +$740K +11,934 +11%
EB
4
Eastern Bank
Massachusetts
$5.46M +$1.66M +26,687 +44%
HDIM
5
Hanson & Doremus Investment Management
Vermont
$5.13M +$665K +10,716 +15%
RWP
6
RWA Wealth Partners
Massachusetts
$4.8M +$24.6K +397 +0.5%
PFM
7
Parsec Financial Management
North Carolina
$4.73M +$130K +2,101 +3%
DC
8
DeDora Capital
California
$3.44M +$3.4M +54,824 New
HI
9
Human Investing
Oregon
$2.3M +$197K +3,172 +9%
LPL Financial
10
LPL Financial
California
$1.87M -$1.19M -19,195 -39%
NA
11
NewEdge Advisors
Louisiana
$1.79M +$1.03M +16,676 +140%
Mariner
12
Mariner
Kansas
$1.66M +$267K +4,302 +19%
B
13
BetterWealth
California
$1.53M +$1.52M +24,446 New
TH
14
Team Hewins
California
$1.52M +$69.8K +1,126 +5%
NCM
15
Northland Capital Management
Minnesota
$1.05M +$226K +3,645 +28%
CFG
16
Carr Financial Group
Massachusetts
$928K -$310K -5,000 -25%
Wells Fargo
17
Wells Fargo
California
$892K +$12.9K +208 +1%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$687K +$190K +3,061 +39%
Bank of America
19
Bank of America
North Carolina
$681K -$1.32M -21,308 -66%
NYLIM
20
New York Life Investment Management
New York
$591K +$56.2K +906 +11%
AF
21
Allworth Financial
California
$579K +$518K +8,345 +939%
LFA
22
Level Financial Advisors
New York
$493K +$148K +2,387 +44%
WFA
23
West Financial Advisors
Iowa
$478K -$24.6K -397 -5%
WCWM
24
Willow Creek Wealth Management
California
$444K +$41.6K +671 +10%
GAM
25
Gould Asset Management
California
$412K +$202K +3,250 +98%

VCEB Hedge Fund Activity: Q1 2023 in Review

59 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Corporate Bond ETF (VCEB) for Q1 2023, worth a combined $137M — up 146% from $55.6M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new VCEB positions and 5 closed out — a net gain of 7 holders — while 28 added to existing stakes and 9 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $69.7M. The largest seller was Column Capital Advisors, cutting an estimated $11.9M.

  • 59 institutional investors held Vanguard ESG US Corporate Bond ETF (VCEB) as of Q1 2023, up from 54 in Q4 2022.
  • Funds reported $137M of Vanguard ESG US Corporate Bond ETF stock for Q1 2023, up 146% quarter-over-quarter.
  • 12 funds opened new Vanguard ESG US Corporate Bond ETF positions in Q1 2023 and 5 closed out, a net change of +7 holders.
  • The largest Vanguard ESG US Corporate Bond ETF buyer in Q1 2023 was Vanguard Group, an estimated $69.7M added.
  • The largest Vanguard ESG US Corporate Bond ETF seller in Q1 2023 was Column Capital Advisors, an estimated $11.9M sold.

Based on aggregated 13F filings for Q1 2023.