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Vanguard Intermediate-Term Corporate Bond ETF

551 hedge funds and large institutions have $16.9B invested in Vanguard Intermediate-Term Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 242 increasing their positions, 161 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 161

50% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 40

1% more funds holding

Funds holding: 543551 (+8)

2% more capital invested

Capital invested by funds: $16.6B → $16.9B (+$394M)

3.1% less ownership

Funds ownership: 72.66%69.57% (-3.1%)

9% less funds holding in top 10

Funds holding in top 10: 5853 (-5)

72% less call options, than puts

Call options by funds: $530K | Put options by funds: $1.92M

Holders
551
Holders Change
+8
Holders Change %
+1.47%
% of All Funds
11.97%
Holding in Top 10
53
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.62%
% of All Funds
1.15%
New
60
Increased
242
Reduced
161
Closed
40
Calls
$530K
Puts
$1.92M
Net Calls
-$1.39M
Net Calls Change
-$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$4.15B -$1.27B -14,472,975 -24%
Creative Planning
2
Creative Planning
Kansas
$2.48B +$71.7M +819,479 +3%
Fisher Asset Management
3
Fisher Asset Management
Washington
$1.76B +$322M +3,684,863 +23%
LPL Financial
4
LPL Financial
California
$890M +$44.9M +513,716 +5%
Wells Fargo
5
Wells Fargo
California
$781M +$80.5M +920,374 +12%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$715M -$21.2M -242,048 -3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$597M +$93.9M +1,073,597 +19%
CSIA
8
Charles Schwab Investment Advisory
California
$522M +$83.8M +957,583 +20%
AB
9
Aozora Bank
Japan
$286M
Stifel Financial
10
Stifel Financial
Missouri
$278M +$49.1M +561,210 +22%
Morgan Stanley
11
Morgan Stanley
New York
$239M +$10M +114,865 +5%
RIG
12
RiverFront Investment Group
Virginia
$197M -$4.79M -54,708 -2%
Citadel Advisors
13
Citadel Advisors
Florida
$179M +$167M +1,913,020 +2,355%
Ameriprise
14
Ameriprise
Minnesota
$165M +$29M +331,434 +22%
Franklin Resources
15
Franklin Resources
California
$155M +$2.18M +24,975 +1%
VMPIC
16
Varma Mutual Pension Insurance Co
Finland
$153M
UBS Group
17
UBS Group
Switzerland
$142M +$17.4M +198,921 +14%
State of Tennessee, Department of Treasury
18
State of Tennessee, Department of Treasury
Tennessee
$122M +$40.6M +464,600 +52%
IA
19
IndexIQ Advisors
New York
$106M -$29.1M -332,411 -22%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$102M +$16.4M +187,504 +20%
ECM
21
ETrade Capital Management
Virginia
$99.9M -$8.89M -101,592 -8%
RJA
22
Raymond James & Associates
Florida
$77.7M +$18M +205,388 +31%
EWM
23
Empirical Wealth Management
Washington
$73.2M +$1.62M +18,478 +2%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$72.2M +$6.46M +73,887 +10%
Mitsubishi UFJ Asset Management
25
Mitsubishi UFJ Asset Management
Japan
$71.7M +$23.5M +268,400 +51%

VCIT Hedge Fund Activity: Q2 2019 in Review

551 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Corporate Bond ETF (VCIT) for Q2 2019, worth a combined $16.9B — up 2.4% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new VCIT positions and 40 closed out — a net gain of 20 holders — while 242 added to existing stakes and 161 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $322M. The largest seller was Bank of America, cutting an estimated $1.27B.

  • 551 institutional investors held Vanguard Intermediate-Term Corporate Bond ETF (VCIT) as of Q2 2019, up from 543 in Q1 2019.
  • Funds reported $16.9B of Vanguard Intermediate-Term Corporate Bond ETF stock for Q2 2019, up 2.4% quarter-over-quarter.
  • 60 funds opened new Vanguard Intermediate-Term Corporate Bond ETF positions in Q2 2019 and 40 closed out, a net change of +20 holders.
  • The largest Vanguard Intermediate-Term Corporate Bond ETF buyer in Q2 2019 was Fisher Asset Management, an estimated $322M added.
  • The largest Vanguard Intermediate-Term Corporate Bond ETF seller in Q2 2019 was Bank of America, an estimated $1.27B sold.

Based on aggregated 13F filings for Q2 2019.