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Vanguard ESG US Corporate Bond ETF

75 hedge funds and large institutions have $192M invested in Vanguard ESG US Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 8

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

25% more capital invested

Capital invested by funds: $154M → $192M (+$38.7M)

9% more funds holding

Funds holding: 6975 (+6)

2.26% more ownership

Funds ownership: 28.5%30.77% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

68% less call options, than puts

Call options by funds: $2.94M | Put options by funds: $9.23M

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
38
Reduced
8
Closed
8
Calls
$2.94M
Puts
$9.23M
Net Calls
-$6.29M
Net Calls Change
+$6.75M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$52.7M +$11.7M +188,964 +29%
BBVA
2
Banco Bilbao Vizcaya Argentaria
Spain
$16.1M +$3.32M +53,757 +26%
Truist Financial
3
Truist Financial
North Carolina
$13.4M +$840K +13,585 +7%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$12.4M +$532K +8,613 +5%
SAG
5
SageView Advisory Group
California
$10.6M -$4.85M -78,547 Closed
DC
6
DeDora Capital
California
$10.3M +$496K +8,025 +5%
HDIM
7
Hanson & Doremus Investment Management
Vermont
$7.89M +$543K +8,793 +7%
RWP
8
RWA Wealth Partners
Massachusetts
$5.91M +$407K +6,582 +7%
MWM
9
Modera Wealth Management
New Jersey
$5.85M +$128K +2,078 +2%
OMC
10
Old Mission Capital
Illinois
$5.5M +$5.47M +88,581 New
NA
11
NewEdge Advisors
Louisiana
$4.22M +$339K +5,483 +9%
Mariner
12
Mariner
Kansas
$3.89M +$685K +11,086 +21%
SA
13
Stewardship Advisors
Pennsylvania
$3.62M +$3.61M +58,374 New
HI
14
Human Investing
Oregon
$3.21M +$141K +2,280 +5%
UBS Group
15
UBS Group
Switzerland
$2.32M +$27.1K +438 +1%
NCM
16
Northland Capital Management
Minnesota
$2.26M -$114K -1,842 -5%
DJSG
17
D.J. St. Germain
Massachusetts
$2.23M +$112K +1,820 +5%
LPL Financial
18
LPL Financial
California
$2.09M +$817K +13,224 +64%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.87M -$23K -372 -1%
B
20
BetterWealth
California
$1.72M +$51.7K +836 +3%
TH
21
Team Hewins
California
$1.59M +$113K +1,833 +8%
Wells Fargo
22
Wells Fargo
California
$1.48M +$411K +6,645 +38%
Bank of America
23
Bank of America
North Carolina
$1.47M +$90.7K +1,468 +7%
Cerity Partners
24
Cerity Partners
New York
$1.45M +$1.44M +23,358 New
Jane Street
25
Jane Street
New York
$1.43M +$1.42M +23,020 New

VCEB Hedge Fund Activity: Q2 2024 in Review

75 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Corporate Bond ETF (VCEB) for Q2 2024, worth a combined $192M — up 25% from $154M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new VCEB positions and 8 closed out — a net gain of 8 holders — while 38 added to existing stakes and 8 trimmed.

The largest buyer was Vanguard Group, adding an estimated $11.7M. The largest seller was SageView Advisory Group, exiting entirely with an estimated $4.85M sold.

  • 75 institutional investors held Vanguard ESG US Corporate Bond ETF (VCEB) as of Q2 2024, up from 69 in Q1 2024.
  • Funds reported $192M of Vanguard ESG US Corporate Bond ETF stock for Q2 2024, up 25% quarter-over-quarter.
  • 16 funds opened new Vanguard ESG US Corporate Bond ETF positions in Q2 2024 and 8 closed out, a net change of +8 holders.
  • The largest Vanguard ESG US Corporate Bond ETF buyer in Q2 2024 was Vanguard Group, an estimated $11.7M added.
  • The largest Vanguard ESG US Corporate Bond ETF seller in Q2 2024 was SageView Advisory Group, an estimated $4.85M sold.

Based on aggregated 13F filings for Q2 2024.