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Vanguard Intermediate-Term Corporate Bond ETF

828 hedge funds and large institutions have $34.5B invested in Vanguard Intermediate-Term Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 359 increasing their positions, 196 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

416% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 32

83% more repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 196

17% more funds holding

Funds holding: 707828 (+121)

16% more capital invested

Capital invested by funds: $29.8B → $34.5B (+$4.69B)

11% more funds holding in top 10

Funds holding in top 10: 7684 (+8)

3.96% more ownership

Funds ownership: 76.99%80.95% (+4%)

39% less call options, than puts

Call options by funds: $4.15M | Put options by funds: $6.77M

Holders
828
Holders Change
+121
Holders Change %
+17.11%
% of All Funds
14.65%
Holding in Top 10
84
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.53%
% of All Funds
1.49%
New
165
Increased
359
Reduced
196
Closed
32
Calls
$4.15M
Puts
$6.77M
Net Calls
-$2.62M
Net Calls Change
+$2.47M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$5.96B +$323M +3,356,618 +6%
Fisher Asset Management
2
Fisher Asset Management
Washington
$3.82B +$390M +4,042,563 +11%
CSIA
3
Charles Schwab Investment Advisory
California
$3.03B +$180M +1,867,672 +6%
Creative Planning
4
Creative Planning
Kansas
$2.34B -$36.3M -376,250 -2%
BlackRock
5
BlackRock
New York
$1.46B +$1.65M +17,110 +0.1%
FRBONY
6
Federal Reserve Bank of New York
New York
$1.44B +$1.43B +14,875,069 New
MYLI
7
Meiji Yasuda Life Insurance
Japan
$1.32B
Ameriprise
8
Ameriprise
Minnesota
$1.29B +$26.9M +279,693 +2%
Wells Fargo
9
Wells Fargo
California
$1.15B +$2.16M +22,470 +0.2%
LPL Financial
10
LPL Financial
California
$1.13B -$66.4M -689,146 -6%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$870M +$58.5M +606,915 +7%
DILIC
12
Dai-ichi Life Insurance Company
Japan
$812M
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$761M +$80.8M +838,923 +12%
JP Morgan Chase
14
JP Morgan Chase
New York
$605M +$577M +5,991,505 +2,486%
Morgan Stanley
15
Morgan Stanley
New York
$514M +$124M +1,286,466 +32%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$354M +$35.1M +363,840 +11%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$271M +$108M +1,124,256 +68%
RIG
18
RiverFront Investment Group
Virginia
$245M +$4.34M +44,995 +2%
UBS Group
19
UBS Group
Switzerland
$231M +$12.3M +127,604 +6%
Truist Financial
20
Truist Financial
North Carolina
$221M +$84.6M +878,505 +63%
Vanguard Group
21
Vanguard Group
Pennsylvania
$217M +$18.7M +194,058 +10%
Charles Schwab
22
Charles Schwab
California
$203M -$3.09M -32,045 -2%
VMPIC
23
Varma Mutual Pension Insurance Co
Finland
$199M +$33.7M +350,000 +21%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$198M +$22.8M +236,521 +13%
FIB
25
First Interstate Bank
Montana
$181M +$9.39M +97,495 +6%

VCIT Hedge Fund Activity: Q4 2020 in Review

828 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Corporate Bond ETF (VCIT) for Q4 2020, worth a combined $34.5B — up 16% from $29.8B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new VCIT positions and 32 closed out — a net gain of 133 holders — while 359 added to existing stakes and 196 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $577M. The largest seller was LPL Financial, cutting an estimated $66.4M.

  • 828 institutional investors held Vanguard Intermediate-Term Corporate Bond ETF (VCIT) as of Q4 2020, up from 707 in Q3 2020.
  • Funds reported $34.5B of Vanguard Intermediate-Term Corporate Bond ETF stock for Q4 2020, up 16% quarter-over-quarter.
  • 165 funds opened new Vanguard Intermediate-Term Corporate Bond ETF positions in Q4 2020 and 32 closed out, a net change of +133 holders.
  • The largest Vanguard Intermediate-Term Corporate Bond ETF buyer in Q4 2020 was JP Morgan Chase, an estimated $577M added.
  • The largest Vanguard Intermediate-Term Corporate Bond ETF seller in Q4 2020 was LPL Financial, an estimated $66.4M sold.

Based on aggregated 13F filings for Q4 2020.