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Vanguard Intermediate-Term Corporate Bond ETF

382 hedge funds and large institutions have $7.72B invested in Vanguard Intermediate-Term Corporate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 178 increasing their positions, 112 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 21

59% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 112

50% more call options, than puts

Call options by funds: $449K | Put options by funds: $299K

18% more capital invested

Capital invested by funds: $6.54B → $7.72B (+$1.17B)

11.22% more ownership

Funds ownership: 62.6%73.82% (+11%)

5% more funds holding

Funds holding: 363382 (+19)

2% less funds holding in top 10

Funds holding in top 10: 4847 (-1)

Holders
382
Holders Change
+19
Holders Change %
+5.23%
% of All Funds
9.51%
Holding in Top 10
47
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.08%
% of All Funds
1.17%
New
45
Increased
178
Reduced
112
Closed
21
Calls
$449K
Puts
$299K
Net Calls
+$150K
Net Calls Change
-$261K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$1.26B +$147M +1,705,335 +13%
Bank of America
2
Bank of America
North Carolina
$1.06B +$537M +6,248,060 +104%
Wells Fargo
3
Wells Fargo
California
$790M +$68.9M +801,639 +10%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$660M +$36.3M +421,984 +6%
LPL Financial
5
LPL Financial
California
$265M +$61.8M +718,485 +31%
Morgan Stanley
6
Morgan Stanley
New York
$227M +$8.77M +101,998 +4%
RIG
7
RiverFront Investment Group
Virginia
$210M +$1.74M +20,198 +0.8%
AB
8
Aozora Bank
Japan
$167M
Stifel Financial
9
Stifel Financial
Missouri
$165M +$43.9M +510,454 +37%
USAA
10
United Services Automobile Association
Texas
$160M +$24.4M +283,688 +18%
WIM
11
Windhaven Investment Management
Massachusetts
$153M -$16.5M -191,823 -10%
ECM
12
ETrade Capital Management
Virginia
$133M +$4.66M +54,266 +4%
Ameriprise
13
Ameriprise
Minnesota
$131M -$25.9M -301,477 -17%
UBS Group
14
UBS Group
Switzerland
$118M -$2.49M -28,961 -2%
T
15
Thomaspartners
Massachusetts
$106M +$48M +557,856 +83%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$86.2M +$19.1M +221,996 +29%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$80.8M +$26.6M +309,529 +49%
WI
18
WBI Investments
New Jersey
$73.1M +$68.8M +799,774 +1,705%
IA
19
IndexIQ Advisors
New York
$63.6M +$19.3M +224,889 +44%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$57.8M -$6.04M -70,293 -9%
IAS
21
INR Advisory Services
Pennsylvania
$56.7M +$2.97M +34,558 +6%
Fisher Asset Management
22
Fisher Asset Management
Washington
$56.1M +$18.8M +219,170 +51%
EWM
23
Empirical Wealth Management
Washington
$53.4M +$1.43M +16,663 +3%
Allianz Asset Management
24
Allianz Asset Management
Germany
$51.9M +$8.37M +97,395 +19%
PCMC
25
Paragon Capital Management (Colorado)
Colorado
$50.8M +$48.6M +564,945 New

VCIT Hedge Fund Activity: Q1 2017 in Review

382 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Corporate Bond ETF (VCIT) for Q1 2017, worth a combined $7.72B — up 18% from $6.54B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new VCIT positions and 21 closed out — a net gain of 24 holders — while 178 added to existing stakes and 112 trimmed.

The largest buyer was Bank of America, adding an estimated $537M. The largest seller was Cambridge Associates, cutting an estimated $80.2M.

  • 382 institutional investors held Vanguard Intermediate-Term Corporate Bond ETF (VCIT) as of Q1 2017, up from 363 in Q4 2016.
  • Funds reported $7.72B of Vanguard Intermediate-Term Corporate Bond ETF stock for Q1 2017, up 18% quarter-over-quarter.
  • 45 funds opened new Vanguard Intermediate-Term Corporate Bond ETF positions in Q1 2017 and 21 closed out, a net change of +24 holders.
  • The largest Vanguard Intermediate-Term Corporate Bond ETF buyer in Q1 2017 was Bank of America, an estimated $537M added.
  • The largest Vanguard Intermediate-Term Corporate Bond ETF seller in Q1 2017 was Cambridge Associates, an estimated $80.2M sold.

Based on aggregated 13F filings for Q1 2017.