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Vanguard ESG US Corporate Bond ETF

61 hedge funds and large institutions have $163M invested in Vanguard ESG US Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 39 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

457% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 7

7% more capital invested

Capital invested by funds: $152M → $163M (+$11M)

1.91% more ownership

Funds ownership: 37.24%39.15% (+1.9%)

6% less funds holding

Funds holding: 6561 (-4)

19% less call options, than puts

Call options by funds: $2.15M | Put options by funds: $2.66M

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
61
Holders Change
-4
Holders Change %
-6.15%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
39
Reduced
7
Closed
8
Calls
$2.15M
Puts
$2.66M
Net Calls
-$512K
Net Calls Change
-$918K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$77.5M +$4.19M +68,847 +6%
Truist Financial
2
Truist Financial
North Carolina
$11M +$1.56M +25,625 +16%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.1M +$3.06M +50,221 +42%
Jane Street
4
Jane Street
New York
$6.79M +$4.45M +73,148 +178%
HDIM
5
Hanson & Doremus Investment Management
Vermont
$5.51M +$53.5K +880 +1%
EB
6
Eastern Bank
Massachusetts
$5.22M +$83.1K +1,366 +2%
MWM
7
Modera Wealth Management
New Jersey
$4.98M +$188K +3,093 +4%
RWP
8
RWA Wealth Partners
Massachusetts
$4.88M -$47.6K -782 -0.9%
DC
9
DeDora Capital
California
$4.86M +$1.35M +22,113 +37%
NCM
10
Northland Capital Management
Minnesota
$3.3M +$2.21M +36,379 +190%
NA
11
NewEdge Advisors
Louisiana
$2.62M +$232K +3,814 +9%
HI
12
Human Investing
Oregon
$2.57M +$323K +5,302 +14%
Mariner
13
Mariner
Kansas
$2.12M +$248K +4,077 +13%
DJSG
14
D.J. St. Germain
Massachusetts
$1.65M +$219K +3,603 +15%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.53M +$161K +2,650 +11%
B
16
BetterWealth
California
$1.45M -$40K -658 -3%
LPL Financial
17
LPL Financial
California
$1.32M -$15.3K -252 -1%
WP
18
WealthSpring Partners
California
$1.2M +$37.7K +620 +3%
Wells Fargo
19
Wells Fargo
California
$1.03M +$183K +3,014 +21%
CFG
20
Carr Financial Group
Massachusetts
$879K
Bank of America
21
Bank of America
North Carolina
$867K +$221K +3,624 +33%
Citadel Advisors
22
Citadel Advisors
Florida
$821K +$57.3K +942 +7%
NYLIM
23
New York Life Investment Management
New York
$804K +$99.7K +1,638 +14%
LFA
24
Level Financial Advisors
New York
$783K +$171K +2,814 +27%
DFA
25
DHK Financial Advisors
New Hampshire
$776K +$6.39K +105 +0.8%

VCEB Hedge Fund Activity: Q3 2023 in Review

61 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Corporate Bond ETF (VCEB) for Q3 2023, worth a combined $163M — up 7.2% from $152M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of VCEB and 4 opened new positions — a net loss of 4 holders — while 7 trimmed existing stakes and 39 added.

The largest buyer was Jane Street, adding an estimated $4.45M. The largest seller was Team Hewins, exiting entirely with an estimated $1.48M sold.

  • 61 institutional investors held Vanguard ESG US Corporate Bond ETF (VCEB) as of Q3 2023, down from 65 in Q2 2023.
  • Funds reported $163M of Vanguard ESG US Corporate Bond ETF stock for Q3 2023, up 7.2% quarter-over-quarter.
  • 4 funds opened new Vanguard ESG US Corporate Bond ETF positions in Q3 2023 and 8 closed out, a net change of -4 holders.
  • The largest Vanguard ESG US Corporate Bond ETF buyer in Q3 2023 was Jane Street, an estimated $4.45M added.
  • The largest Vanguard ESG US Corporate Bond ETF seller in Q3 2023 was Team Hewins, an estimated $1.48M sold.

Based on aggregated 13F filings for Q3 2023.