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Vanguard Long-Term Corporate Bond ETF

224 hedge funds and large institutions have $4.05B invested in Vanguard Long-Term Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 95 increasing their positions, 54 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 54

29% more call options, than puts

Call options by funds: $5.29M | Put options by funds: $4.09M

19% more capital invested

Capital invested by funds: $3.4B → $4.05B (+$649M)

13% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 30

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

0% more funds holding

Funds holding: 223224 (+1)

1.43% less ownership

Funds ownership: 72.32%70.89% (-1.4%)

Holders
224
Holders Change
+1
Holders Change %
+0.45%
% of All Funds
3.57%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.29%
New
34
Increased
95
Reduced
54
Closed
30
Calls
$5.29M
Puts
$4.09M
Net Calls
+$1.2M
Net Calls Change
-$6.43M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
26
Nisa Investment Advisors
Missouri
$43.9M +$6.96M +88,225 +19%
CI
27
Conning Inc
Connecticut
$38.2M
DDSF
28
Diana Davis Spencer Foundation
Maryland
$36.8M
AF
29
Alerus Financial
North Dakota
$31.7M -$138K -1,754 -0.4%
AA
30
Advisory Alpha
Michigan
$31.5M +$477K +6,048 +2%
UBS Group
31
UBS Group
Switzerland
$30.1M +$4.88M +61,858 +20%
Victory Capital Management
32
Victory Capital Management
Texas
$29M +$2.91M +36,830 +11%
SAF
33
Smith Anglin Financial
Texas
$28.6M +$28.3M +358,435 New
FA
34
Fiducient Advisors
Illinois
$26.6M +$26.3M +333,436 New
BNP Paribas Financial Markets
35
BNP Paribas Financial Markets
France
$26M +$13.3M +168,772 +107%
OPAM
36
Olympus Peak Asset Management
Connecticut
$25.9M -$5.75M -72,951 -18%
Goldman Sachs
37
Goldman Sachs
New York
$23.5M +$8.03M +101,780 +53%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$20.1M +$15.3M +193,340 +330%
LPL Financial
39
LPL Financial
California
$19.6M -$1.44M -18,227 -7%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$19.4M +$4.18M +52,973 +28%
Mirae Asset Global Investments
41
Mirae Asset Global Investments
South Korea
$17.2M +$712K +9,024 +4%
Principal Financial Group
42
Principal Financial Group
Iowa
$16.2M +$2.86M +36,225 +22%
USAA
43
United Services Automobile Association
Texas
$15.3M
BCP
44
Berkeley Capital Partners
Georgia
$14.5M +$538K +6,823 +4%
Osaic Holdings
45
Osaic Holdings
Arizona
$13.6M +$3.85M +48,753 +40%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$12.8M +$9.14M +115,823 +258%
BIM
47
Bullseye Investment Management
Ohio
$10.7M +$10.6M +134,213 New
MML Investors Services
48
MML Investors Services
Massachusetts
$10.3M -$251K -3,179 -2%
MNG
49
Manning & Napier Group
New York
$9.56M
FNBSF
50
First National Bank Sioux Falls
South Dakota
$8.31M -$22M -278,650 -73%

VCLT Hedge Fund Activity: Q1 2023 in Review

224 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Corporate Bond ETF (VCLT) for Q1 2023, worth a combined $4.05B — up 19% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new VCLT positions and 30 closed out — a net gain of 4 holders — while 95 added to existing stakes and 54 trimmed.

The largest buyer was Lockheed Martin Investment Management, adding an estimated $134M. The largest seller was Johns Hopkins University, cutting an estimated $106M.

  • 224 institutional investors held Vanguard Long-Term Corporate Bond ETF (VCLT) as of Q1 2023, up from 223 in Q4 2022.
  • Funds reported $4.05B of Vanguard Long-Term Corporate Bond ETF stock for Q1 2023, up 19% quarter-over-quarter.
  • 34 funds opened new Vanguard Long-Term Corporate Bond ETF positions in Q1 2023 and 30 closed out, a net change of +4 holders.
  • The largest Vanguard Long-Term Corporate Bond ETF buyer in Q1 2023 was Lockheed Martin Investment Management, an estimated $134M added.
  • The largest Vanguard Long-Term Corporate Bond ETF seller in Q1 2023 was Johns Hopkins University, an estimated $106M sold.

Based on aggregated 13F filings for Q1 2023.