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Vanguard Intermediate-Term Corporate Bond ETF

319 hedge funds and large institutions have $6.23B invested in Vanguard Intermediate-Term Corporate Bond ETF in 2016 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 132 increasing their positions, 94 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 18

54% more funds holding in top 10

Funds holding in top 10: 2843 (+15)

40% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 94

17% more capital invested

Capital invested by funds: $5.33B → $6.23B (+$896M)

10% more funds holding

Funds holding: 291319 (+28)

Holders
319
Holders Change
+28
Holders Change %
+9.62%
% of All Funds
8.51%
Holding in Top 10
43
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+53.57%
% of All Funds
1.15%
New
51
Increased
132
Reduced
94
Closed
18
Calls
$1.28M
Puts
Net Calls
+$1.28M
Net Calls Change
+$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$916M +$66.6M +759,174 +8%
Bank of America
2
Bank of America
North Carolina
$896M +$440M +5,022,396 +101%
Wells Fargo
3
Wells Fargo
California
$580M +$65.4M +745,493 +13%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$554M +$18.9M +215,238 +4%
RIG
5
RiverFront Investment Group
Virginia
$367M +$7.86M +89,617 +2%
WIM
6
Windhaven Investment Management
Massachusetts
$295M -$19.5M -221,823 -6%
Morgan Stanley
7
Morgan Stanley
New York
$213M +$52M +592,931 +33%
LPL Financial
8
LPL Financial
California
$156M -$110M -1,259,568 -42%
ECM
9
ETrade Capital Management
Virginia
$121M +$3.76M +42,856 +3%
UBS Group
10
UBS Group
Switzerland
$105M +$19.2M +218,508 +23%
Stifel Financial
11
Stifel Financial
Missouri
$98M +$12M +137,225 +14%
Ameriprise
12
Ameriprise
Minnesota
$86.6M -$25.6M -292,172 -23%
RJA
13
Raymond James & Associates
Florida
$86.2M +$8.67M +98,889 +11%
IAS
14
INR Advisory Services
Pennsylvania
$80.7M +$2.32M +26,501 +3%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$77.3M -$4.03M -45,957 -5%
CA
16
Cambridge Associates
Massachusetts
$76M +$74.6M +850,199 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$71.8M -$9M -102,644 -11%
Allianz Asset Management
18
Allianz Asset Management
Germany
$71.7M +$39.9M +455,298 +131%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$55.2M -$10.8M -123,312 -17%
EWM
20
Empirical Wealth Management
Washington
$52.3M -$803K -9,160 -2%
KeyBank National Association
21
KeyBank National Association
Ohio
$40.6M +$6.76M +77,072 +20%
BWM
22
Bernicke Wealth Management
Wisconsin
$39.1M +$749K +8,545 +2%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$38.5M +$3.03M +34,565 +9%
USAA
24
United Services Automobile Association
Texas
$37.7M -$493K -5,625 -1%
State of Tennessee, Department of Treasury
25
State of Tennessee, Department of Treasury
Tennessee
$36.3M +$4.29M +48,900 +14%

VCIT Hedge Fund Activity: Q2 2016 in Review

319 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Corporate Bond ETF (VCIT) for Q2 2016, worth a combined $6.23B — up 17% from $5.33B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new VCIT positions and 18 closed out — a net gain of 33 holders — while 132 added to existing stakes and 94 trimmed.

The largest buyer was Bank of America, adding an estimated $440M. The largest seller was LPL Financial, cutting an estimated $110M.

  • 319 institutional investors held Vanguard Intermediate-Term Corporate Bond ETF (VCIT) as of Q2 2016, up from 291 in Q1 2016.
  • Funds reported $6.23B of Vanguard Intermediate-Term Corporate Bond ETF stock for Q2 2016, up 17% quarter-over-quarter.
  • 51 funds opened new Vanguard Intermediate-Term Corporate Bond ETF positions in Q2 2016 and 18 closed out, a net change of +33 holders.
  • The largest Vanguard Intermediate-Term Corporate Bond ETF buyer in Q2 2016 was Bank of America, an estimated $440M added.
  • The largest Vanguard Intermediate-Term Corporate Bond ETF seller in Q2 2016 was LPL Financial, an estimated $110M sold.

Based on aggregated 13F filings for Q2 2016.