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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
Mitsubishi UFJ Asset Management
101
Mitsubishi UFJ Asset Management
Japan
$6.79M +$6.8M +81,300 New
LOAME
102
Lombard Odier Asset Management (Europe)
United Kingdom
$6.67M
CCM
103
Cribstone Capital Management
Maine
$6.53M -$180K -2,149 -3%
PFM
104
Peak Financial Management
Massachusetts
$6.29M +$85.3K +1,020 +1%
PFPT
105
Pinnacle Financial Partners (Tennessee)
Tennessee
$6.15M +$742K +8,876 +14%
BCM
106
Bluefin Capital Management
New York
$6.15M +$6.16M +73,600 New
LPT
107
Legacy Private Trust
Wisconsin
$6.05M -$50.7K -606 -0.8%
MIFH
108
Migdal Insurance & Financial Holdings
Israel
$6.04M -$6.02K -72 -0.1%
BIA
109
Bigelow Investment Advisors
Maine
$6M +$5.18K +62 +0.1%
ACM
110
Advisors Capital Management
New Jersey
$5.95M +$5.96M +71,234 New
KIM
111
Karpus Investment Management
New York
$5.94M -$6.67M -79,775 -53%
FIMS
112
FBL Investment Management Services
Iowa
$5.83M
WA
113
Waverly Advisors
Alabama
$5.81M +$817K +9,774 +16%
RMC
114
Regis Management Company
California
$5.72M +$3.12M +37,349 +120%
CCA
115
Checchi Capital Advisers
California
$5.72M +$144K +1,716 +3%
WLIM
116
White Lighthouse Investment Management
Massachusetts
$5.71M -$7.78K -93 -0.1%
HR
117
Howe & Rusling
New York
$5.69M +$8.95K +107 +0.2%
UBS AM
118
UBS AM
Illinois
$5.52M +$1.91M +22,869 +53%
William Blair & Company
119
William Blair & Company
Illinois
$5.46M -$503K -6,019 -8%
GC
120
Guggenheim Capital
Illinois
$5.45M +$44.2K +528 +0.8%
HCA
121
Heck Capital Advisors
Wisconsin
$5.32M -$195K -2,327 -4%
ST
122
Spinnaker Trust
Maine
$5.31M +$136K +1,626 +3%
NEGWA
123
New England Guild Wealth Advisors
Connecticut
$5.25M -$399K -4,772 -7%
AII
124
AGF Investments Inc
Ontario, Canada
$5.22M +$611K +7,305 +13%
WTC
125
WhitTier Trust Company
Nevada
$5.13M -$86.3K -1,032 -2%

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.