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Vanguard Long-Term Corporate Bond ETF

240 hedge funds and large institutions have $4.32B invested in Vanguard Long-Term Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 88 increasing their positions, 80 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $8.99M | Put options by funds: $5.74M

10% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 80

4.54% more ownership

Funds ownership: 68.55%73.09% (+4.5%)

2% more capital invested

Capital invested by funds: $4.25B → $4.32B (+$66.9M)

0% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 36

1% less funds holding

Funds holding: 243240 (-3)

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

Holders
240
Holders Change
-3
Holders Change %
-1.23%
% of All Funds
3.81%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.3%
New
36
Increased
88
Reduced
80
Closed
36
Calls
$8.99M
Puts
$5.74M
Net Calls
+$3.25M
Net Calls Change
+$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$32.9M +$12.7M +168,734 +58%
AA
27
Advisory Alpha
Michigan
$30.9M +$1.34M +17,795 +4%
SAF
28
Smith Anglin Financial
Texas
$28M +$858K +11,387 +3%
AF
29
Alerus Financial
North Dakota
$27.9M +$306K +4,061 +1%
Victory Capital Management
30
Victory Capital Management
Texas
$27.7M -$199K -2,639 -0.7%
LPL Financial
31
LPL Financial
California
$24.6M +$3.77M +50,054 +17%
Osaic Holdings
32
Osaic Holdings
Arizona
$23M +$11M +145,970 +83%
AP
33
Agilis Partners
Massachusetts
$22.8M +$18.7M +248,310 +356%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$22.1M +$3.96M +52,568 +20%
MLICM
35
Metropolitan Life Insurance Company (MetLife)
New York
$21.9M +$22.3M +296,480 New
FA
36
Fiducient Advisors
Illinois
$20.6M +$2.9M +38,441 +15%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$20.5M -$2.38M -31,564 -10%
1832 Asset Management
38
1832 Asset Management
Ontario, Canada
$20.3M -$24.4M -323,558 -53%
MML Investors Services
39
MML Investors Services
Massachusetts
$19.1M -$1.91M -25,386 -9%
EC
40
Estate Counselors
Wisconsin
$18.2M -$3.25M -43,160 -14%
USAA
41
United Services Automobile Association
Texas
$17.2M
Principal Financial Group
42
Principal Financial Group
Iowa
$14.7M +$3.39K +45 +0%
B
43
Barings
North Carolina
$14.1M +$453K +6,007 +3%
CA
44
Clearstead Advisors
Ohio
$13.9M +$7.34M +97,342 +100%
Mirae Asset Global Investments
45
Mirae Asset Global Investments
South Korea
$13.5M -$4.43M -58,740 -24%
BCP
46
Berkeley Capital Partners
Georgia
$13.1M +$335K +4,447 +2%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$13.1M +$1.45M +19,238 +12%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$12.2M -$174K -2,305 -1%
SEI Investments
49
SEI Investments
Pennsylvania
$10.2M +$4.29M +56,853 +67%
SAMU
50
SONA Asset Management (US)
New York
$10M +$10.6M +140,000 New

VCLT Hedge Fund Activity: Q3 2023 in Review

240 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Corporate Bond ETF (VCLT) for Q3 2023, worth a combined $4.32B — up 1.6% from $4.25B a quarter earlier.

Fund positioning in VCLT was balanced in Q3 2023: 36 funds opened new positions, 36 closed out, 88 added to existing stakes and 80 trimmed.

The largest buyer was Johns Hopkins University, adding an estimated $373M. The largest seller was Lockheed Martin Investment Management, exiting entirely with an estimated $84.6M sold.

  • 240 institutional investors held Vanguard Long-Term Corporate Bond ETF (VCLT) as of Q3 2023, down from 243 in Q2 2023.
  • Funds reported $4.32B of Vanguard Long-Term Corporate Bond ETF stock for Q3 2023, up 1.6% quarter-over-quarter.
  • 36 funds opened new Vanguard Long-Term Corporate Bond ETF positions in Q3 2023 and 36 closed out, a net change of 0 holders.
  • The largest Vanguard Long-Term Corporate Bond ETF buyer in Q3 2023 was Johns Hopkins University, an estimated $373M added.
  • The largest Vanguard Long-Term Corporate Bond ETF seller in Q3 2023 was Lockheed Martin Investment Management, an estimated $84.6M sold.

Based on aggregated 13F filings for Q3 2023.