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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
SFSIG
376
San Francisco Sentry Investment Group
California
$212K -$1.76K -21 -0.8%
ARM
377
Adirondack Research & Management
New York
$210K +$210K +2,505 New
SC
378
SouthState Corp
Florida
$210K +$210K +2,516 New
PA
379
Parallel Advisors
California
$208K -$156K -1,860 -43%
PGFC
380
Peapack-Gladstone Financial Corp
New Jersey
$206K -$9.03K -108 -4%
Wellington Management Group
381
Wellington Management Group
Massachusetts
$200K
PFGIA
382
Patriot Financial Group Insurance Agency
Massachusetts
$191K -$323K -3,857 -63%
AP
383
Arlington Partners
Alabama
$188K
KPCM
384
Kings Point Capital Management
New York
$185K +$138K +1,647 +290%
AC
385
Avestar Capital
New York
$177K
AIM
386
Acropolis Investment Management
Missouri
$171K
TL
387
TrueWealth LLC
Georgia
$171K +$502 +6 +0.3%
SBL
388
Sargent Bickham Lagudis
Colorado
$163K -$168K -2,003 -51%
HIIFS
389
Harel Insurance Investments & Financial Services
Israel
$160K -$2.66M -31,799 Closed
TIM
390
Tortoise Investment Management
New York
$149K
Fifth Third Bancorp
391
Fifth Third Bancorp
Ohio
$146K +$48.3K +577 +49%
CCM
392
Covington Capital Management
California
$130K
MIM
393
Macroview Investment Management
Maryland
$130K
RA
394
Rational Advisors
New York
$123K +$46.5K +556 +61%
VIA
395
Vantage Investment Advisors
Pennsylvania
$117K +$24.1K +288 +26%
TC
396
Trust Company
Kansas
$115K -$47.4K -567 -29%
Carson Wealth (CWM LLC)
397
Carson Wealth (CWM LLC)
Nebraska
$115K +$95K +1,136 +475%
TRCT
398
Tower Research Capital (TRC)
New York
$115K +$111K +1,323 +2,405%
GEA
399
Glen Eagle Advisors
New Jersey
$114K
OIA
400
Optimum Investment Advisors
Illinois
$106K

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.