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Vanguard Intermediate-Term Corporate Bond ETF

932 hedge funds and large institutions have $31.5B invested in Vanguard Intermediate-Term Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 407 increasing their positions, 300 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 71

36% more repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 300

7.44% more ownership

Funds ownership: 75.77%83.21% (+7.4%)

3% more funds holding

Funds holding: 905932 (+27)

5% more call options, than puts

Call options by funds: $1.54M | Put options by funds: $1.47M

1% more capital invested

Capital invested by funds: $31.3B → $31.5B (+$162M)

0% more funds holding in top 10

Funds holding in top 10: 9696 (0)

Holders
932
Holders Change
+27
Holders Change %
+2.98%
% of All Funds
14.63%
Holding in Top 10
96
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.51%
New
106
Increased
407
Reduced
300
Closed
71
Calls
$1.54M
Puts
$1.47M
Net Calls
+$71K
Net Calls Change
+$206K
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$56.6M +$25.7M +322,835 +82%
KeyBank National Association
52
KeyBank National Association
Ohio
$55.6M +$171K +2,154 +0.3%
FWI
53
Facet Wealth Inc
Maryland
$55M +$55.9M +704,042 New
EH
54
Equitable Holdings
New York
$52.7M +$6.11M +76,835 +13%
Citigroup
55
Citigroup
New York
$50.5M +$1.69M +21,317 +3%
PIMG
56
Patriot Investment Management Group
Tennessee
$50.2M +$1.27M +16,035 +3%
BCWM
57
Bartlett & Co Wealth Management
Ohio
$48.5M -$4.79M -60,290 -9%
BC
58
Bartlett & Co
Ohio
$48.5M -$4.79M -60,290 -9%
NA
59
NewEdge Advisors
Louisiana
$39.4M +$5.46M +68,682 +16%
LGA
60
Lebenthal Global Advisors
New York
$39.2M -$150K -1,889 -0.4%
National Bank of Canada
61
National Bank of Canada
Quebec, Canada
$38.6M +$35.2M +443,259 +925%
SFBLI
62
Southern Farm Bureau Life Insurance
Mississippi
$38.5M
American Century Companies
63
American Century Companies
Missouri
$36.6M +$2.39M +30,100 +7%
Principal Financial Group
64
Principal Financial Group
Iowa
$36.1M +$7.08M +89,087 +24%
Osaic Holdings
65
Osaic Holdings
Arizona
$35.7M +$2.64M +33,164 +8%
HCC
66
Hirtle Callaghan & Co
Pennsylvania
$33.8M +$4.12M +51,840 +14%
CFP
67
Cypress Financial Planning
New Jersey
$33.5M +$1.34M +16,883 +4%
RIM
68
Rakuten Investment Management
Japan
$33.4M +$2.9M +36,500 +9%
HFRG
69
Houlihan Financial Resource Group
Virginia
$33.2M +$32.1M +404,298 +2,953%
EA
70
Evergreen Advisors
Tennessee
$32.5M +$1.18M +14,870 +4%
CIAS
71
CBIZ Investment Advisory Services
Ohio
$32.1M +$517K +6,506 +2%
RWG
72
Ratio Wealth Group
Colorado
$31.3M +$31.5M +396,338 New
HI
73
Hudock Inc
Pennsylvania
$30.5M +$41.1K +517 +0.1%
Mitsubishi UFJ Trust & Banking
74
Mitsubishi UFJ Trust & Banking
Japan
$30.4M
Stifel Financial
75
Stifel Financial
Missouri
$30.4M -$1.8M -22,656 -6%

VCIT Hedge Fund Activity: Q2 2023 in Review

932 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Corporate Bond ETF (VCIT) for Q2 2023, worth a combined $31.5B — up 0.52% from $31.3B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new VCIT positions and 71 closed out — a net gain of 35 holders — while 407 added to existing stakes and 300 trimmed.

The largest buyer was Bishop & Co Investment Management, adding an estimated $2.21B. The largest seller was Meiji Yasuda Life Insurance, cutting an estimated $497M.

  • 932 institutional investors held Vanguard Intermediate-Term Corporate Bond ETF (VCIT) as of Q2 2023, up from 905 in Q1 2023.
  • Funds reported $31.5B of Vanguard Intermediate-Term Corporate Bond ETF stock for Q2 2023, up 0.52% quarter-over-quarter.
  • 106 funds opened new Vanguard Intermediate-Term Corporate Bond ETF positions in Q2 2023 and 71 closed out, a net change of +35 holders.
  • The largest Vanguard Intermediate-Term Corporate Bond ETF buyer in Q2 2023 was Bishop & Co Investment Management, an estimated $2.21B added.
  • The largest Vanguard Intermediate-Term Corporate Bond ETF seller in Q2 2023 was Meiji Yasuda Life Insurance, an estimated $497M sold.

Based on aggregated 13F filings for Q2 2023.