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Vanguard ESG US Corporate Bond ETF

65 hedge funds and large institutions have $152M invested in Vanguard ESG US Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 10

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

30% more call options, than puts

Call options by funds: $1.76M | Put options by funds: $1.36M

11% more capital invested

Capital invested by funds: $137M → $152M (+$15.7M)

10% more funds holding

Funds holding: 5965 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.56% less ownership

Funds ownership: 39.8%37.24% (-2.6%)

Holders
65
Holders Change
+6
Holders Change %
+10.17%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
32
Reduced
10
Closed
5
Calls
$1.76M
Puts
$1.36M
Net Calls
+$406K
Net Calls Change
-$445K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$76.6M +$6.93M +111,789 +10%
Truist Financial
2
Truist Financial
North Carolina
$9.93M -$236K -3,812 -2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.47M -$284K -4,580 -4%
HDIM
4
Hanson & Doremus Investment Management
Vermont
$5.69M +$616K +9,936 +12%
EB
5
Eastern Bank
Massachusetts
$5.36M -$33.3K -537 -0.6%
RWP
6
RWA Wealth Partners
Massachusetts
$5.14M +$398K +6,409 +8%
MWM
7
Modera Wealth Management
New Jersey
$5M +$4.69M +75,669 +1,509%
DC
8
DeDora Capital
California
$3.71M +$309K +4,979 +9%
Jane Street
9
Jane Street
New York
$2.55M +$2.55M +41,100 New
NA
10
NewEdge Advisors
Louisiana
$2.5M +$727K +11,724 +41%
HI
11
Human Investing
Oregon
$2.36M +$86.4K +1,393 +4%
Mariner
12
Mariner
Kansas
$1.96M +$323K +5,207 +20%
B
13
BetterWealth
California
$1.55M +$35.5K +573 +2%
DJSG
14
D.J. St. Germain
Massachusetts
$1.49M +$1.49M +24,102 New
TH
15
Team Hewins
California
$1.48M -$29.8K -481 -2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.44M +$758K +12,215 +111%
LPL Financial
17
LPL Financial
California
$1.4M -$451K -7,264 -24%
WP
18
WealthSpring Partners
California
$1.21M +$1.21M +19,578 New
NCM
19
Northland Capital Management
Minnesota
$1.19M +$144K +2,314 +14%
CFG
20
Carr Financial Group
Massachusetts
$917K
Wells Fargo
21
Wells Fargo
California
$886K +$4.16K +67 +0.5%
Citadel Advisors
22
Citadel Advisors
Florida
$798K +$799K +12,881 New
DFA
23
DHK Financial Advisors
New Hampshire
$796K +$402K +6,476 +102%
NYLIM
24
New York Life Investment Management
New York
$738K +$153K +2,473 +26%
Bank of America
25
Bank of America
North Carolina
$680K +$6.76K +109 +1%

VCEB Hedge Fund Activity: Q2 2023 in Review

65 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Corporate Bond ETF (VCEB) for Q2 2023, worth a combined $152M — up 11% from $137M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new VCEB positions and 5 closed out — a net gain of 8 holders — while 32 added to existing stakes and 10 trimmed.

The largest buyer was Vanguard Group, adding an estimated $6.93M. The largest seller was LPL Financial, cutting an estimated $451K.

  • 65 institutional investors held Vanguard ESG US Corporate Bond ETF (VCEB) as of Q2 2023, up from 59 in Q1 2023.
  • Funds reported $152M of Vanguard ESG US Corporate Bond ETF stock for Q2 2023, up 11% quarter-over-quarter.
  • 13 funds opened new Vanguard ESG US Corporate Bond ETF positions in Q2 2023 and 5 closed out, a net change of +8 holders.
  • The largest Vanguard ESG US Corporate Bond ETF buyer in Q2 2023 was Vanguard Group, an estimated $6.93M added.
  • The largest Vanguard ESG US Corporate Bond ETF seller in Q2 2023 was LPL Financial, an estimated $451K sold.

Based on aggregated 13F filings for Q2 2023.