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Vanguard Long-Term Corporate Bond ETF

145 hedge funds and large institutions have $1.04B invested in Vanguard Long-Term Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 58 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 9

76% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 33

28% more capital invested

Capital invested by funds: $819M → $1.04B (+$225M)

22% more funds holding

Funds holding: 119145 (+26)

9.43% more ownership

Funds ownership: 38.8%48.23% (+9.4%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
145
Holders Change
+26
Holders Change %
+21.85%
% of All Funds
3.29%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
35
Increased
58
Reduced
33
Closed
9
Calls
$412K
Puts
Net Calls
+$412K
Net Calls Change
+$412K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$8.82M -$653K -6,898 -7%
LPL Financial
27
LPL Financial
California
$8.69M +$754K +7,974 +10%
Allianz Asset Management
28
Allianz Asset Management
Germany
$8.3M -$3.65M -38,534 -31%
BFEC
29
Benjamin F. Edwards & Company
Missouri
$7.05M +$694K +7,334 +11%
OMC
30
Old Mission Capital
Illinois
$6.62M -$175K -1,855 -3%
RWP
31
RWA Wealth Partners
Massachusetts
$6.2M +$1.79M +18,956 +41%
SCI
32
Stableford Capital II
Arizona
$6.12M +$1.14M +12,071 +23%
State Street
33
State Street
Massachusetts
$6.08M +$3.54M +37,439 +144%
UBS Group
34
UBS Group
Switzerland
$6.05M -$9.87M -104,303 -62%
Invesco
35
Invesco
Georgia
$5.96M +$447K +4,720 +8%
SAS
36
Sage Advisory Services
Texas
$5.95M
PFT
37
Providence First Trust
Arizona
$5.86M +$277K +2,926 +5%
FWIA
38
Fort Washington Investment Advisors
Ohio
$5.75M -$378 -4 -0%
ST
39
Spinnaker Trust
Maine
$5.27M +$144K +1,526 +3%
WLIM
40
White Lighthouse Investment Management
Massachusetts
$4.41M +$4.35M +46,032 New
TFA
41
Transamerica Financial Advisors
Florida
$4.18M +$2.13M +22,546 +107%
CCP
42
Cardan Capital Partners
Colorado
$4.14M +$159K +1,685 +4%
Nomura Asset Management
43
Nomura Asset Management
Japan
$4.07M +$4.02M +42,500 New
AP
44
Agilis Partners
Massachusetts
$3.96M +$503K +5,313 +15%
ECM
45
ETrade Capital Management
Virginia
$3.96M -$559K -5,911 -13%
RT
46
Rockland Trust
Massachusetts
$3.88M
FA
47
Forefront Analytics
Pennsylvania
$3.68M +$3.64M +38,432 New
C
48
Clearshares
New York
$3.59M +$3.58M +37,812 New
N
49
Natixis
France
$3.55M +$690K +7,290 +24%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$3.31M +$608K +6,431 +23%

VCLT Hedge Fund Activity: Q4 2017 in Review

145 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Corporate Bond ETF (VCLT) for Q4 2017, worth a combined $1.04B — up 28% from $819M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new VCLT positions and 9 closed out — a net gain of 26 holders — while 58 added to existing stakes and 33 trimmed.

The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $75.6M. The largest seller was WBI Investments, cutting an estimated $44.9M.

  • 145 institutional investors held Vanguard Long-Term Corporate Bond ETF (VCLT) as of Q4 2017, up from 119 in Q3 2017.
  • Funds reported $1.04B of Vanguard Long-Term Corporate Bond ETF stock for Q4 2017, up 28% quarter-over-quarter.
  • 35 funds opened new Vanguard Long-Term Corporate Bond ETF positions in Q4 2017 and 9 closed out, a net change of +26 holders.
  • The largest Vanguard Long-Term Corporate Bond ETF buyer in Q4 2017 was Charles Schwab Investment Advisory, an estimated $75.6M added.
  • The largest Vanguard Long-Term Corporate Bond ETF seller in Q4 2017 was WBI Investments, an estimated $44.9M sold.

Based on aggregated 13F filings for Q4 2017.