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Vanguard Intermediate-Term Corporate Bond ETF

894 hedge funds and large institutions have $32.9B invested in Vanguard Intermediate-Term Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 293 increasing their positions, 350 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 95

29% more call options, than puts

Call options by funds: $1.61M | Put options by funds: $1.25M

15% more capital invested

Capital invested by funds: $28.6B → $32.9B (+$4.37B)

6.04% more ownership

Funds ownership: 74.63%80.68% (+6%)

5% more funds holding in top 10

Funds holding in top 10: 7882 (+4)

5% more funds holding

Funds holding: 851894 (+43)

16% less repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 350

Holders
894
Holders Change
+43
Holders Change %
+5.05%
% of All Funds
14.37%
Holding in Top 10
82
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.13%
% of All Funds
1.32%
New
159
Increased
293
Reduced
350
Closed
95
Calls
$1.61M
Puts
$1.25M
Net Calls
+$365K
Net Calls Change
-$725K
Name Holding Trade Value Shares
Change
Change in
Stake
MFC
326
Morris Financial Concepts
South Carolina
$2.1M -$477K -6,201 -19%
HT
327
Headlands Technologies
Illinois
$2.1M +$2.08M +27,036 New
IAN
328
Integrated Advisors Network
Texas
$2.09M +$10.5K +137 +0.5%
OFG
329
Orcam Financial Group
California
$2.07M +$615 +8 +0%
BRWA
330
B. Riley Wealth Advisors
Florida
$2.01M +$651K +8,471 +48%
ASN
331
Advisory Services Network
Georgia
$1.99M -$1.23M -16,007 -38%
CBFP
332
Cedar Brook Financial Partners
Ohio
$1.98M +$319K +4,150 +19%
FAM
333
Family Asset Management
South Carolina
$1.97M +$1.95M +25,401 New
BIA
334
Bigelow Investment Advisors
Maine
$1.96M -$579K -7,527 -23%
PIFP
335
Partners in Financial Planning
Virginia
$1.96M +$5.61K +73 +0.3%
SSW
336
Stone Summit Wealth
Florida
$1.92M +$1.3M +16,848 +212%
CFD
337
Creative Financial Designs
Indiana
$1.92M +$73.9K +961 +4%
CPA
338
Cardiff Park Advisors
California
$1.9M +$333K +4,337 +21%
MCCP
339
Mission Creek Capital Partners
California
$1.89M +$215K +2,790 +13%
Fiera Capital (Canada)
340
Fiera Capital (Canada)
Quebec, Canada
$1.88M +$1.25M +16,250 +203%
BMCM
341
Bryn Mawr Capital Management
Pennsylvania
$1.88M +$1.86M +24,214 New
TDWM
342
Topel & Distasi Wealth Management
California
$1.86M -$154 -2 -0%
GWM
343
Greenwich Wealth Management
Connecticut
$1.83M +$92.3K +1,200 +5%
MOS
344
MGO One Seven
Ohio
$1.82M +$138K +1,794 +8%
NB
345
NBT Bank
New York
$1.81M
USCWA
346
U.S. Capital Wealth Advisors
Texas
$1.79M -$223K -2,898 -11%
MFG
347
MidWestOne Financial Group
Iowa
$1.76M +$374K +4,862 +27%
MWM
348
Marietta Wealth Management
Georgia
$1.76M +$1.74M +22,675 New
PFA
349
Petra Financial Advisors
Colorado
$1.73M +$1.72M +22,337 New
AM
350
AGF Management
Ontario, Canada
$1.71M +$1.7M +22,080 New

VCIT Hedge Fund Activity: Q4 2022 in Review

894 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Corporate Bond ETF (VCIT) for Q4 2022, worth a combined $32.9B — up 15% from $28.6B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new VCIT positions and 95 closed out — a net gain of 64 holders — while 293 added to existing stakes and 350 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $821M. The largest seller was Bank of America, cutting an estimated $487M.

  • 894 institutional investors held Vanguard Intermediate-Term Corporate Bond ETF (VCIT) as of Q4 2022, up from 851 in Q3 2022.
  • Funds reported $32.9B of Vanguard Intermediate-Term Corporate Bond ETF stock for Q4 2022, up 15% quarter-over-quarter.
  • 159 funds opened new Vanguard Intermediate-Term Corporate Bond ETF positions in Q4 2022 and 95 closed out, a net change of +64 holders.
  • The largest Vanguard Intermediate-Term Corporate Bond ETF buyer in Q4 2022 was Fisher Asset Management, an estimated $821M added.
  • The largest Vanguard Intermediate-Term Corporate Bond ETF seller in Q4 2022 was Bank of America, an estimated $487M sold.

Based on aggregated 13F filings for Q4 2022.