We are live on ! Find out more
VCEB icon

Vanguard ESG US Corporate Bond ETF

65 hedge funds and large institutions have $223M invested in Vanguard ESG US Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

53% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 19

36% more capital invested

Capital invested by funds: $163M → $223M (+$59.1M)

7% more funds holding

Funds holding: 6165 (+4)

3.69% more ownership

Funds ownership: 39.15%42.84% (+3.7%)

94% less call options, than puts

Call options by funds: $1.21M | Put options by funds: $20.4M

Holders
65
Holders Change
+4
Holders Change %
+6.56%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
29
Reduced
19
Closed
3
Calls
$1.21M
Puts
$20.4M
Net Calls
-$19.2M
Net Calls Change
-$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$104M +$20.3M +336,623 +26%
Truist Financial
2
Truist Financial
North Carolina
$12.4M +$624K +10,326 +6%
BBVA
3
Banco Bilbao Vizcaya Argentaria
Spain
$11.9M +$11.4M +188,154 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$11.5M +$624K +10,325 +6%
DC
5
DeDora Capital
California
$8.39M +$3.05M +50,524 +62%
SAG
6
SageView Advisory Group
California
$7.71M
Jane Street
7
Jane Street
New York
$6.25M -$946K -15,661 -14%
HDIM
8
Hanson & Doremus Investment Management
Vermont
$5.89M +$10.8K +179 +0.2%
EB
9
Eastern Bank
Massachusetts
$5.69M +$116K +1,920 +2%
RWP
10
RWA Wealth Partners
Massachusetts
$5.47M +$250K +4,142 +5%
MWM
11
Modera Wealth Management
New Jersey
$5.19M -$111K -1,837 -2%
NA
12
NewEdge Advisors
Louisiana
$2.8M +$29.7K +491 +1%
HI
13
Human Investing
Oregon
$2.69M -$51K -844 -2%
Mariner
14
Mariner
Kansas
$2.4M +$130K +2,159 +6%
UBS Group
15
UBS Group
Switzerland
$2.31M +$1.99M +33,006 +957%
NCM
16
Northland Capital Management
Minnesota
$2.3M -$1.16M -19,257 -35%
DJSG
17
D.J. St. Germain
Massachusetts
$1.97M +$201K +3,324 +12%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.96M +$304K +5,027 +19%
B
19
BetterWealth
California
$1.56M +$12K +199 +0.8%
TH
20
Team Hewins
California
$1.53M +$1.46M +24,183 New
LPL Financial
21
LPL Financial
California
$1.22M -$179K -2,960 -13%
Bank of America
22
Bank of America
North Carolina
$1.2M +$265K +4,392 +30%
WT
23
Whittier Trust
California
$1.17M +$877K +14,519 +362%
DFA
24
DHK Financial Advisors
New Hampshire
$1.07M +$261K +4,313 +33%
Wells Fargo
25
Wells Fargo
California
$1.06M -$36.1K -597 -3%

VCEB Hedge Fund Activity: Q4 2023 in Review

65 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Corporate Bond ETF (VCEB) for Q4 2023, worth a combined $223M — up 36% from $163M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new VCEB positions and 3 closed out — a net gain of 8 holders — while 29 added to existing stakes and 19 trimmed.

The largest buyer was Vanguard Group, adding an estimated $20.3M. The largest seller was Northland Capital Management, cutting an estimated $1.16M.

  • 65 institutional investors held Vanguard ESG US Corporate Bond ETF (VCEB) as of Q4 2023, up from 61 in Q3 2023.
  • Funds reported $223M of Vanguard ESG US Corporate Bond ETF stock for Q4 2023, up 36% quarter-over-quarter.
  • 11 funds opened new Vanguard ESG US Corporate Bond ETF positions in Q4 2023 and 3 closed out, a net change of +8 holders.
  • The largest Vanguard ESG US Corporate Bond ETF buyer in Q4 2023 was Vanguard Group, an estimated $20.3M added.
  • The largest Vanguard ESG US Corporate Bond ETF seller in Q4 2023 was Northland Capital Management, an estimated $1.16M sold.

Based on aggregated 13F filings for Q4 2023.