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Vanguard Long-Term Corporate Bond ETF

138 hedge funds and large institutions have $1.44B invested in Vanguard Long-Term Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

31% more capital invested

Capital invested by funds: $1.1B → $1.44B (+$339M)

5% more funds holding

Funds holding: 131138 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

7% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 42

3.09% less ownership

Funds ownership: 47.64%44.55% (-3.1%)

15% less call options, than puts

Call options by funds: $622K | Put options by funds: $732K

Holders
138
Holders Change
+7
Holders Change %
+5.34%
% of All Funds
2.99%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
27
Increased
39
Reduced
42
Closed
20
Calls
$622K
Puts
$732K
Net Calls
-$110K
Net Calls Change
-$519K
Name Holding Trade Value Shares
Change
Change in
Stake
WLIM
26
White Lighthouse Investment Management
Massachusetts
$6.96M +$865K +9,847 +15%
OC
27
Oakworth Capital
Alabama
$6.6M -$14.9K -170 -0.2%
Invesco
28
Invesco
Georgia
$6.17M +$444K +5,049 +8%
Betterment LLC
29
Betterment LLC
New York
$5.96M +$477K +5,431 +9%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$5.92M -$4.7M -53,494 -45%
State Street
31
State Street
Massachusetts
$5.81M
RJFSA
32
Raymond James Financial Services Advisors
Florida
$5.74M +$3.93M +44,754 +249%
Canada Pension Plan Investment Board
33
Canada Pension Plan Investment Board
Ontario, Canada
$5.49M
FWIA
34
Fort Washington Investment Advisors
Ohio
$5.49M
PFT
35
Providence First Trust
Arizona
$5.35M
AP
36
Agilis Partners
Massachusetts
$5.25M +$254K +2,894 +5%
CCA
37
Checchi Capital Advisers
California
$5.18M +$2.78M +31,689 +127%
CA
38
Cambridge Associates
Massachusetts
$5.03M +$4.83M +54,957 New
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$4.39M -$406K -4,625 -9%
Ameriprise
40
Ameriprise
Minnesota
$4.17M +$259K +2,946 +7%
BlackRock
41
BlackRock
New York
$3.8M -$2.9K -33 -0.1%
ECM
42
ETrade Capital Management
Virginia
$3.62M -$1.71M -19,489 -33%
TTWM
43
TCV Trust & Wealth Management
Virginia
$3.49M +$239K +2,719 +8%
GC
44
Guggenheim Capital
Illinois
$3.24M -$914K -10,403 -23%
SSG
45
Summit Securities Group
New York
$3.12M +$2.99M +34,035 New
AG
46
Advisor Group
Arizona
$3.09M +$788K +8,971 +36%
JCM
47
Jacobi Capital Management
Pennsylvania
$3.05M -$596K -6,785 -17%
CCP
48
Cardan Capital Partners
Colorado
$2.91M +$2.8M +31,831 New
LFASL
49
Lugano Financial Advisors SA (LFA)
Switzerland
$2.8M +$2.69M +30,605 New
SEIA
50
Signature Estate & Investment Advisors
California
$2.73M +$1.35M +15,348 +106%

VCLT Hedge Fund Activity: Q1 2019 in Review

138 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Corporate Bond ETF (VCLT) for Q1 2019, worth a combined $1.44B — up 31% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new VCLT positions and 20 closed out — a net gain of 7 holders — while 39 added to existing stakes and 42 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $80.4M. The largest seller was Wells Fargo, cutting an estimated $25.1M.

  • 138 institutional investors held Vanguard Long-Term Corporate Bond ETF (VCLT) as of Q1 2019, up from 131 in Q4 2018.
  • Funds reported $1.44B of Vanguard Long-Term Corporate Bond ETF stock for Q1 2019, up 31% quarter-over-quarter.
  • 27 funds opened new Vanguard Long-Term Corporate Bond ETF positions in Q1 2019 and 20 closed out, a net change of +7 holders.
  • The largest Vanguard Long-Term Corporate Bond ETF buyer in Q1 2019 was Goldman Sachs, an estimated $80.4M added.
  • The largest Vanguard Long-Term Corporate Bond ETF seller in Q1 2019 was Wells Fargo, an estimated $25.1M sold.

Based on aggregated 13F filings for Q1 2019.