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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
RA
326
RFG Advisory
Alabama
$348K -$188K -2,244 -35%
FMC
327
First Merchants Corp
Indiana
$347K +$19.4K +232 +6%
JCM
328
Jacobi Capital Management
Pennsylvania
$346K +$39.1K +467 +13%
TAM
329
Todd Asset Management
Kentucky
$339K
RC
330
Roundview Capital
New Jersey
$339K +$78.2K +935 +30%
IIC
331
Integrated Investment Consultants
Michigan
$334K -$8.36K -100 -2%
BFC
332
Bedel Financial Consulting
Indiana
$323K +$5.77K +69 +2%
ACM
333
AlphaStar Capital Management
North Carolina
$321K +$321K +3,840 New
BHTS
334
Bar Harbor Trust Services
Maine
$320K +$47.3K +565 +17%
EWM
335
Elmwood Wealth Management
California
$313K -$25.1K -300 -7%
FIM
336
Frontier Investment Management
Texas
$310K +$19.9K +238 +7%
WWMSC
337
Wagner Wealth Management (South Carolina)
South Carolina
$309K -$5.85K -70 -2%
CCM
338
Chilton Capital Management
Texas
$305K -$79.5K -950 -21%
I
339
IberiaBank
Louisiana
$302K +$302K +3,612 New
NIC
340
Northwest Investment Counselors
Oregon
$296K -$191K -2,286 -39%
RIG
341
Roosevelt Investment Group
New York
$293K +$52.4K +626 +22%
RC
342
RBO & Co
California
$292K +$293K +3,500 New
I2I
343
Insight 2811 Inc
Illinois
$288K
Wolverine Trading
344
Wolverine Trading
Illinois
$288K
IWC
345
Integrated Wealth Concepts
Massachusetts
$282K -$6.37M -76,126 -96%
TCM
346
Twele Capital Management
Minnesota
$274K
SFM
347
Signet Financial Management
New Jersey
$273K
SWM
348
SeaCrest Wealth Management
New York
$270K +$11K +132 +4%
FNBT
349
FineMark National Bank & Trust
Florida
$270K +$270K +3,230 New
BCM
350
Blume Capital Management
California
$267K

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.