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Vanguard Long-Term Corporate Bond ETF

176 hedge funds and large institutions have $2.06B invested in Vanguard Long-Term Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 68 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 15

58% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 43

12% more funds holding

Funds holding: 157176 (+19)

5% more capital invested

Capital invested by funds: $1.96B → $2.06B (+$94.6M)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0.85% less ownership

Funds ownership: 49.67%48.81% (-0.85%)

68% less call options, than puts

Call options by funds: $1.39M | Put options by funds: $4.33M

Holders
176
Holders Change
+19
Holders Change %
+12.1%
% of All Funds
3.47%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
37
Increased
68
Reduced
43
Closed
15
Calls
$1.39M
Puts
$4.33M
Net Calls
-$2.94M
Net Calls Change
+$6.35M
Name Holding Trade Value Shares
Change
Change in
Stake
PGEBT
26
Pactiv General Employee Benefit Trust
Illinois
$11.8M +$11.7M +116,035 New
Bank of New York Mellon
27
Bank of New York Mellon
New York
$11.5M +$555K +5,504 +5%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$11.5M +$1.47M +14,567 +15%
WI
29
WBI Investments
New Jersey
$10.9M +$1.75M +17,388 +19%
SFS
30
Strategic Financial Services
New York
$9.65M +$1.81M +17,960 +23%
MNG
31
Manning & Napier Group
New York
$9.29M
PFT
32
Providence First Trust
Arizona
$9.17M +$2.5M +24,807 +38%
OC
33
Oakworth Capital
Alabama
$9.02M +$687K +6,820 +8%
WLIM
34
White Lighthouse Investment Management
Massachusetts
$8.6M +$206K +2,041 +2%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$8.02M -$366K -3,633 -4%
Invesco
36
Invesco
Georgia
$7.61M +$187K +1,855 +3%
Betterment LLC
37
Betterment LLC
New York
$6.98M -$770K -7,643 -10%
I
38
INVST
Indiana
$6.58M -$2.37M -23,502 -27%
BCP
39
Berkeley Capital Partners
Georgia
$6.32M +$91.2K +905 +1%
Allianz Asset Management
40
Allianz Asset Management
Germany
$6.18M -$80.4M -797,811 -93%
Canada Pension Plan Investment Board
41
Canada Pension Plan Investment Board
Ontario, Canada
$6.08M
FWIA
42
Fort Washington Investment Advisors
Ohio
$6.08M
AWM
43
AE Wealth Management
Kansas
$5.57M +$5.85K +58 +0.1%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$5.54M +$666K +6,609 +14%
SS
45
Simplicity Solutions
Minnesota
$5.5M -$44.8K -444 -0.8%
Truist Financial
46
Truist Financial
North Carolina
$5.01M +$4.98M +49,452 New
ECM
47
ETrade Capital Management
Virginia
$4.94M -$121K -1,201 -2%
IA
48
IndexIQ Advisors
New York
$4.79M -$16.9M -168,128 -78%
RWA
49
Redhawk Wealth Advisors
Minnesota
$4.7M +$4.68M +46,401 New
CA
50
Cambridge Associates
Massachusetts
$4.53M

VCLT Hedge Fund Activity: Q4 2019 in Review

176 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Corporate Bond ETF (VCLT) for Q4 2019, worth a combined $2.06B — up 4.8% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new VCLT positions and 15 closed out — a net gain of 22 holders — while 68 added to existing stakes and 43 trimmed.

The largest buyer was Prudential plc, adding an estimated $93.1M. The largest seller was Allianz Asset Management, cutting an estimated $80.4M.

  • 176 institutional investors held Vanguard Long-Term Corporate Bond ETF (VCLT) as of Q4 2019, up from 157 in Q3 2019.
  • Funds reported $2.06B of Vanguard Long-Term Corporate Bond ETF stock for Q4 2019, up 4.8% quarter-over-quarter.
  • 37 funds opened new Vanguard Long-Term Corporate Bond ETF positions in Q4 2019 and 15 closed out, a net change of +22 holders.
  • The largest Vanguard Long-Term Corporate Bond ETF buyer in Q4 2019 was Prudential plc, an estimated $93.1M added.
  • The largest Vanguard Long-Term Corporate Bond ETF seller in Q4 2019 was Allianz Asset Management, an estimated $80.4M sold.

Based on aggregated 13F filings for Q4 2019.