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Vanguard Intermediate-Term Corporate Bond ETF

478 hedge funds and large institutions have $12.7B invested in Vanguard Intermediate-Term Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 192 increasing their positions, 163 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $721K | Put options by funds: $611K

18% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 163

14% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 49

2% more funds holding in top 10

Funds holding in top 10: 5455 (+1)

2% more capital invested

Capital invested by funds: $12.5B → $12.7B (+$220M)

1% more funds holding

Funds holding: 474478 (+4)

3.08% less ownership

Funds ownership: 71.2%68.12% (-3.1%)

Holders
478
Holders Change
+4
Holders Change %
+0.84%
% of All Funds
10.96%
Holding in Top 10
55
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.85%
% of All Funds
1.26%
New
56
Increased
192
Reduced
163
Closed
49
Calls
$721K
Puts
$611K
Net Calls
+$110K
Net Calls Change
-$790K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$3.18B +$371M +4,346,635 +13%
Creative Planning
2
Creative Planning
Kansas
$1.75B +$100M +1,171,030 +6%
Wells Fargo
3
Wells Fargo
California
$1.41B -$3.47M -40,584 -0.2%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$721M -$12.9M -150,639 -2%
LPL Financial
5
LPL Financial
California
$531M +$53.8M +630,102 +11%
WIM
6
Windhaven Investment Management
Massachusetts
$443M -$57.6M -673,796 -11%
Fisher Asset Management
7
Fisher Asset Management
Washington
$315M +$180M +2,101,400 +130%
USAA
8
United Services Automobile Association
Texas
$274M +$40.1M +469,079 +17%
Morgan Stanley
9
Morgan Stanley
New York
$272M +$2.46M +28,798 +0.9%
AB
10
Aozora Bank
Japan
$270M
Stifel Financial
11
Stifel Financial
Missouri
$238M +$28.7M +335,789 +14%
T
12
Thomaspartners
Massachusetts
$228M +$33.2M +388,915 +17%
RIG
13
RiverFront Investment Group
Virginia
$203M -$5.59M -65,417 -3%
Ameriprise
14
Ameriprise
Minnesota
$165M -$4.56M -53,391 -3%
ECM
15
ETrade Capital Management
Virginia
$163M +$13.6M +159,354 +9%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$153M +$59.6M +697,848 +63%
UBS Group
17
UBS Group
Switzerland
$119M -$1.03M -12,105 -0.9%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$75.2M -$6.18M -72,279 -7%
State of Tennessee, Department of Treasury
19
State of Tennessee, Department of Treasury
Tennessee
$70.4M +$4.25M +49,700 +6%
IA
20
IndexIQ Advisors
New York
$68.2M -$23M -268,967 -25%
IAS
21
INR Advisory Services
Pennsylvania
$64.1M +$2.47M +28,875 +4%
EWM
22
Empirical Wealth Management
Washington
$62.2M +$4.64M +54,279 +8%
KeyBank National Association
23
KeyBank National Association
Ohio
$55.8M -$516K -6,043 -0.9%
BWM
24
Bernicke Wealth Management
Wisconsin
$55.1M +$7.32M +85,702 +15%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$54.8M +$402K +4,709 +0.7%

VCIT Hedge Fund Activity: Q1 2018 in Review

478 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Corporate Bond ETF (VCIT) for Q1 2018, worth a combined $12.7B — up 1.8% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new VCIT positions and 49 closed out — a net gain of 7 holders — while 192 added to existing stakes and 163 trimmed.

The largest buyer was Bank of America, adding an estimated $371M. The largest seller was Varma Mutual Pension Insurance Co, exiting entirely with an estimated $149M sold.

  • 478 institutional investors held Vanguard Intermediate-Term Corporate Bond ETF (VCIT) as of Q1 2018, up from 474 in Q4 2017.
  • Funds reported $12.7B of Vanguard Intermediate-Term Corporate Bond ETF stock for Q1 2018, up 1.8% quarter-over-quarter.
  • 56 funds opened new Vanguard Intermediate-Term Corporate Bond ETF positions in Q1 2018 and 49 closed out, a net change of +7 holders.
  • The largest Vanguard Intermediate-Term Corporate Bond ETF buyer in Q1 2018 was Bank of America, an estimated $371M added.
  • The largest Vanguard Intermediate-Term Corporate Bond ETF seller in Q1 2018 was Varma Mutual Pension Insurance Co, an estimated $149M sold.

Based on aggregated 13F filings for Q1 2018.