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Vanguard ESG US Corporate Bond ETF

78 hedge funds and large institutions have $233M invested in Vanguard ESG US Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 11

283% more call options, than puts

Call options by funds: $2.7M | Put options by funds: $704K

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

21% more capital invested

Capital invested by funds: $192M → $233M (+$41.1M)

4% more funds holding

Funds holding: 7578 (+3)

3.12% more ownership

Funds ownership: 30.77%33.89% (+3.1%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
78
Holders Change
+3
Holders Change %
+4%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
12
Increased
47
Reduced
11
Closed
7
Calls
$2.7M
Puts
$704K
Net Calls
+$1.99M
Net Calls Change
+$8.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$70.7M +$15.4M +241,636 +28%
BBVA
2
Banco Bilbao Vizcaya Argentaria
Spain
$21.6M +$4.61M +72,388 +28%
Truist Financial
3
Truist Financial
North Carolina
$15.3M +$1.34M +20,964 +10%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$14.4M +$1.46M +22,918 +11%
SAG
5
SageView Advisory Group
California
$12.6M +$12.3M +193,443 New
DC
6
DeDora Capital
California
$11.1M +$250K +3,928 +2%
MWM
7
Modera Wealth Management
New Jersey
$8.91M +$2.74M +43,040 +46%
HDIM
8
Hanson & Doremus Investment Management
Vermont
$8.75M +$490K +7,688 +6%
RWP
9
RWA Wealth Partners
Massachusetts
$6.65M +$461K +7,242 +8%
Mariner
10
Mariner
Kansas
$4.8M +$715K +11,216 +18%
Jane Street
11
Jane Street
New York
$4.73M +$3.18M +49,846 +217%
NA
12
NewEdge Advisors
Louisiana
$4.65M +$234K +3,670 +5%
Cerity Partners
13
Cerity Partners
New York
$4.17M +$2.61M +40,962 +175%
SA
14
Stewardship Advisors
Pennsylvania
$3.82M +$28.3K +444 +0.8%
HI
15
Human Investing
Oregon
$3.43M +$69.2K +1,086 +2%
UBS Group
16
UBS Group
Switzerland
$3.02M +$576K +9,046 +24%
DJSG
17
D.J. St. Germain
Massachusetts
$2.52M +$182K +2,863 +8%
NCM
18
Northland Capital Management
Minnesota
$2.32M -$44.4K -697 -2%
LPL Financial
19
LPL Financial
California
$2.2M +$11.8K +186 +0.6%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.08M +$126K +1,982 +7%
B
21
BetterWealth
California
$1.81M +$8.41K +132 +0.5%
TH
22
Team Hewins
California
$1.66M -$9.94K -156 -0.6%
Bank of America
23
Bank of America
North Carolina
$1.62M +$80.5K +1,264 +5%
Wells Fargo
24
Wells Fargo
California
$1.56M +$4.65K +73 +0.3%
HI
25
Harbour Investments
Wisconsin
$1.3M +$694K +10,889 +120%

VCEB Hedge Fund Activity: Q3 2024 in Review

78 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Corporate Bond ETF (VCEB) for Q3 2024, worth a combined $233M — up 21% from $192M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new VCEB positions and 7 closed out — a net gain of 5 holders — while 47 added to existing stakes and 11 trimmed.

The largest buyer was Vanguard Group, adding an estimated $15.4M. The largest seller was Old Mission Capital, exiting entirely with an estimated $5.5M sold.

  • 78 institutional investors held Vanguard ESG US Corporate Bond ETF (VCEB) as of Q3 2024, up from 75 in Q2 2024.
  • Funds reported $233M of Vanguard ESG US Corporate Bond ETF stock for Q3 2024, up 21% quarter-over-quarter.
  • 12 funds opened new Vanguard ESG US Corporate Bond ETF positions in Q3 2024 and 7 closed out, a net change of +5 holders.
  • The largest Vanguard ESG US Corporate Bond ETF buyer in Q3 2024 was Vanguard Group, an estimated $15.4M added.
  • The largest Vanguard ESG US Corporate Bond ETF seller in Q3 2024 was Old Mission Capital, an estimated $5.5M sold.

Based on aggregated 13F filings for Q3 2024.