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Vanguard ESG US Corporate Bond ETF

69 hedge funds and large institutions have $154M invested in Vanguard ESG US Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 7

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

6% more funds holding

Funds holding: 6569 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

14.34% less ownership

Funds ownership: 42.84%28.5% (-14%)

31% less capital invested

Capital invested by funds: $223M → $154M (-$68.9M)

87% less call options, than puts

Call options by funds: $1.87M | Put options by funds: $14.9M

Holders
69
Holders Change
+4
Holders Change %
+6.15%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
37
Reduced
7
Closed
8
Calls
$1.87M
Puts
$14.9M
Net Calls
-$13M
Net Calls Change
+$6.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$41.4M -$61.4M -981,353 -60%
BBVA
2
Banco Bilbao Vizcaya Argentaria
Spain
$12.9M +$1.12M +17,936 +10%
Truist Financial
3
Truist Financial
North Carolina
$12.7M +$355K +5,670 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$12M +$616K +9,836 +5%
DC
5
DeDora Capital
California
$9.94M +$1.62M +25,948 +20%
HDIM
6
Hanson & Doremus Investment Management
Vermont
$7.42M +$1.59M +25,421 +27%
MWM
7
Modera Wealth Management
New Jersey
$5.78M +$640K +10,223 +12%
RWP
8
RWA Wealth Partners
Massachusetts
$5.56M +$147K +2,348 +3%
SAG
9
SageView Advisory Group
California
$4.74M +$4.92M +78,547 New
NA
10
NewEdge Advisors
Louisiana
$3.93M +$1.12M +17,967 +40%
Mariner
11
Mariner
Kansas
$3.24M +$860K +13,736 +36%
HI
12
Human Investing
Oregon
$3.1M +$437K +6,985 +16%
NCM
13
Northland Capital Management
Minnesota
$2.4M +$125K +2,002 +6%
UBS Group
14
UBS Group
Switzerland
$2.32M +$33.6K +537 +1%
DJSG
15
D.J. St. Germain
Massachusetts
$2.14M +$191K +3,052 +10%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.91M -$25.8K -412 -1%
B
17
BetterWealth
California
$1.69M +$147K +2,343 +10%
TH
18
Team Hewins
California
$1.5M -$21.3K -341 -1%
Bank of America
19
Bank of America
North Carolina
$1.39M +$200K +3,192 +17%
LPL Financial
20
LPL Financial
California
$1.29M +$76.7K +1,225 +6%
WT
21
Whittier Trust
California
$1.16M
DFA
22
DHK Financial Advisors
New Hampshire
$1.09M +$4.7K +75 +0.4%
Wells Fargo
23
Wells Fargo
California
$1.08M +$36.1K +577 +3%
CFG
24
Carr Financial Group
Massachusetts
$929K
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$862K +$71.5K +1,142 +9%

VCEB Hedge Fund Activity: Q1 2024 in Review

69 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Corporate Bond ETF (VCEB) for Q1 2024, worth a combined $154M — down 31% from $223M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new VCEB positions and 8 closed out — a net gain of 4 holders — while 37 added to existing stakes and 7 trimmed.

The largest buyer was SageView Advisory Group, opening a new position worth an estimated $4.92M. The largest seller was Vanguard Group, cutting an estimated $61.4M.

  • 69 institutional investors held Vanguard ESG US Corporate Bond ETF (VCEB) as of Q1 2024, up from 65 in Q4 2023.
  • Funds reported $154M of Vanguard ESG US Corporate Bond ETF stock for Q1 2024, down 31% quarter-over-quarter.
  • 12 funds opened new Vanguard ESG US Corporate Bond ETF positions in Q1 2024 and 8 closed out, a net change of +4 holders.
  • The largest Vanguard ESG US Corporate Bond ETF buyer in Q1 2024 was SageView Advisory Group, an estimated $4.92M added.
  • The largest Vanguard ESG US Corporate Bond ETF seller in Q1 2024 was Vanguard Group, an estimated $61.4M sold.

Based on aggregated 13F filings for Q1 2024.