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Vanguard Intermediate-Term Corporate Bond ETF

653 hedge funds and large institutions have $18.6B invested in Vanguard Intermediate-Term Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 288 increasing their positions, 135 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

347% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 34

254% more call options, than puts

Call options by funds: $776K | Put options by funds: $219K

113% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 135

19% more funds holding

Funds holding: 547653 (+106)

14% more funds holding in top 10

Funds holding in top 10: 5866 (+8)

3% more capital invested

Capital invested by funds: $18.1B → $18.6B (+$527M)

0.33% less ownership

Funds ownership: 72.47%72.14% (-0.33%)

Holders
653
Holders Change
+106
Holders Change %
+19.38%
% of All Funds
12.87%
Holding in Top 10
66
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+13.79%
% of All Funds
1.3%
New
152
Increased
288
Reduced
135
Closed
34
Calls
$776K
Puts
$219K
Net Calls
+$557K
Net Calls Change
+$2.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$4.29B +$61.6M +675,645 +1%
Creative Planning
2
Creative Planning
Kansas
$2.62B +$68.5M +751,678 +3%
Fisher Asset Management
3
Fisher Asset Management
Washington
$2.34B +$274M +3,002,063 +13%
LPL Financial
4
LPL Financial
California
$1.04B +$72.6M +796,060 +8%
Wells Fargo
5
Wells Fargo
California
$915M +$149M +1,636,578 +20%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$832M +$63.8M +699,918 +8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$590M +$47.6M +522,527 +9%
Stifel Financial
8
Stifel Financial
Missouri
$318M +$14.2M +155,912 +5%
Morgan Stanley
9
Morgan Stanley
New York
$309M +$24.2M +265,807 +9%
CSIA
10
Charles Schwab Investment Advisory
California
$271M -$5.32M -58,370 -2%
Franklin Resources
11
Franklin Resources
California
$239M +$43.9M +481,524 +23%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$202M +$93.1M +1,020,676 +86%
Ameriprise
13
Ameriprise
Minnesota
$199M +$20.7M +226,997 +12%
RIG
14
RiverFront Investment Group
Virginia
$195M -$3.49M -38,230 -2%
UBS Group
15
UBS Group
Switzerland
$167M +$3.39M +37,202 +2%
VMPIC
16
Varma Mutual Pension Insurance Co
Finland
$155M
PP
17
Prudential plc
United Kingdom
$141M -$731M -8,017,963 -84%
State of Tennessee, Department of Treasury
18
State of Tennessee, Department of Treasury
Tennessee
$132M +$7.7M +84,400 +6%
Mitsubishi UFJ Asset Management
19
Mitsubishi UFJ Asset Management
Japan
$107M +$10.5M +115,600 +11%
ECM
20
ETrade Capital Management
Virginia
$101M +$1.59M +17,417 +2%
Vanguard Group
21
Vanguard Group
Pennsylvania
$97.3M +$32.5M +356,674 +50%
RJA
22
Raymond James & Associates
Florida
$93.4M +$10M +110,024 +12%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$89.3M +$8.44M +92,528 +10%
EWM
24
Empirical Wealth Management
Washington
$79.3M +$2.35M +25,735 +3%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$78M +$24.4M +267,109 +45%

VCIT Hedge Fund Activity: Q4 2019 in Review

653 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Corporate Bond ETF (VCIT) for Q4 2019, worth a combined $18.6B — up 2.9% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new VCIT positions and 34 closed out — a net gain of 118 holders — while 288 added to existing stakes and 135 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $274M. The largest seller was Prudential plc, cutting an estimated $731M.

  • 653 institutional investors held Vanguard Intermediate-Term Corporate Bond ETF (VCIT) as of Q4 2019, up from 547 in Q3 2019.
  • Funds reported $18.6B of Vanguard Intermediate-Term Corporate Bond ETF stock for Q4 2019, up 2.9% quarter-over-quarter.
  • 152 funds opened new Vanguard Intermediate-Term Corporate Bond ETF positions in Q4 2019 and 34 closed out, a net change of +118 holders.
  • The largest Vanguard Intermediate-Term Corporate Bond ETF buyer in Q4 2019 was Fisher Asset Management, an estimated $274M added.
  • The largest Vanguard Intermediate-Term Corporate Bond ETF seller in Q4 2019 was Prudential plc, an estimated $731M sold.

Based on aggregated 13F filings for Q4 2019.