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Vanguard Intermediate-Term Corporate Bond ETF

476 hedge funds and large institutions have $12.9B invested in Vanguard Intermediate-Term Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 183 increasing their positions, 168 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 43

5.49% more ownership

Funds ownership: 68.12%73.61% (+5.5%)

9% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 168

1% more capital invested

Capital invested by funds: $12.7B → $12.9B (+$182M)

0% less funds holding

Funds holding: 478476 (-2)

4% less funds holding in top 10

Funds holding in top 10: 5553 (-2)

56% less call options, than puts

Call options by funds: $267K | Put options by funds: $611K

Holders
476
Holders Change
-2
Holders Change %
-0.42%
% of All Funds
10.9%
Holding in Top 10
53
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.64%
% of All Funds
1.21%
New
48
Increased
183
Reduced
168
Closed
43
Calls
$267K
Puts
$611K
Net Calls
-$344K
Net Calls Change
-$454K
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
301
Hilton Capital Management
New York
$429K +$430K +5,140 New
GG
302
Gofen & Glossberg
Illinois
$419K -$9.45K -113 -2%
SCC
303
Spring Creek Capital
Kansas
$413K +$413K +4,940 New
TSS
304
Two Sigma Securities
New York
$413K +$413K +4,943 New
GP
305
Girard Partners
Pennsylvania
$409K +$3.35K +40 +0.8%
LFG
306
LifePlan Financial Group
Ohio
$408K -$26.4K -316 -6%
BCMO
307
Buckingham Capital Management (Ohio)
Ohio
$404K -$128K -1,533 -24%
CA
308
Clearstead Advisors
Ohio
$401K +$401K +4,799 New
CA
309
Cetera Advisors
Colorado
$400K -$12.9K -154 -3%
SLG
310
Stanley-Laman Group
Pennsylvania
$399K +$23.2K +277 +6%
GWM
311
Geneos Wealth Management
Colorado
$398K -$74.9K -895 -16%
GJIC
312
Gamble Jones Investment Counsel
California
$396K
RCA
313
Rowland Carmichael Advisors
Arizona
$394K -$780K -9,325 -66%
SCG
314
Sonata Capital Group
Washington
$393K +$41.8K +500 +12%
RMAM
315
Raab & Moskowitz Asset Management
New Jersey
$383K
Koshinski Asset Management
316
Koshinski Asset Management
Illinois
$380K -$6.86K -82 -2%
WCM
317
Weik Capital Management
Pennsylvania
$380K +$92.4K +1,105 +32%
MAS
318
Managed Account Services
Florida
$374K +$6.02K +72 +2%
EWM
319
Evercore Wealth Management
New York
$370K
SFWA
320
Summit Financial Wealth Advisors
Louisiana
$364K
State Street
321
State Street
Massachusetts
$361K +$1.42K +17 +0.4%
GT
322
Greenleaf Trust
Michigan
$358K
UWPG
323
Ullmann Wealth Partners Group
Florida
$351K
PCP
324
Proficio Capital Partners
Massachusetts
$350K +$138K +1,646 +65%
RJT
325
Raymond James Trust
Florida
$349K +$349K +4,173 New

VCIT Hedge Fund Activity: Q2 2018 in Review

476 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Corporate Bond ETF (VCIT) for Q2 2018, worth a combined $12.9B — up 1.4% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new VCIT positions and 43 closed out — a net gain of 5 holders — while 183 added to existing stakes and 168 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $881M. The largest seller was Wells Fargo, cutting an estimated $349M.

  • 476 institutional investors held Vanguard Intermediate-Term Corporate Bond ETF (VCIT) as of Q2 2018, down from 478 in Q1 2018.
  • Funds reported $12.9B of Vanguard Intermediate-Term Corporate Bond ETF stock for Q2 2018, up 1.4% quarter-over-quarter.
  • 48 funds opened new Vanguard Intermediate-Term Corporate Bond ETF positions in Q2 2018 and 43 closed out, a net change of +5 holders.
  • The largest Vanguard Intermediate-Term Corporate Bond ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $881M added.
  • The largest Vanguard Intermediate-Term Corporate Bond ETF seller in Q2 2018 was Wells Fargo, an estimated $349M sold.

Based on aggregated 13F filings for Q2 2018.