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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
BlackRock
51
BlackRock
New York
$3.27M -$1.51K -16 -0%
CIM
52
Confluence Investment Management
Missouri
$3.04M +$72.6K +767 +2%
LG
53
Leuthold Group
Minnesota
$2.92M -$70.3K -743 -2%
AG
54
Advisor Group
Arizona
$2.73M +$1.05M +11,110 +64%
HMC
55
Higher Moment Capital
Massachusetts
$2.64M +$2.61M +27,607 New
TNB
56
Thomasville National Bank
Georgia
$2.58M -$305K -3,225 -11%
Wellington Management Group
57
Wellington Management Group
Massachusetts
$2.54M -$833K -8,800 -25%
GAM
58
Gould Asset Management
California
$2.5M +$171K +1,803 +7%
SB
59
Suntrust Banks
Georgia
$2.48M +$98.9K +1,045 +4%
ACM
60
AlphaStar Capital Management
North Carolina
$2.37M +$2.34M +24,767 New
Betterment LLC
61
Betterment LLC
New York
$2.31M +$1.28M +13,525 +128%
UIA
62
UBP Investment Advisors
Switzerland
$2.29M +$2.26M +23,934 New
CCA
63
Checchi Capital Advisers
California
$2.27M +$198K +2,091 +10%
SBA
64
Secrest Blakey & Associates
North Carolina
$2.23M +$2.2M +23,237 New
GC
65
Guggenheim Capital
Illinois
$2.14M +$1.13M +11,961 +116%
MML Investors Services
66
MML Investors Services
Massachusetts
$1.98M +$124K +1,315 +7%
I
67
INVST
Indiana
$1.9M +$1.87M +19,799 New
BWAM
68
Boyd Watterson Asset Management
Ohio
$1.61M -$483K -5,108 -23%
HH
69
Hilltop Holdings
Texas
$1.5M +$1.49M +15,722 New
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$1.49M +$218K +2,305 +17%
SEIA
71
Signature Estate & Investment Advisors
California
$1.35M +$35.3K +373 +3%
RJA
72
Raymond James & Associates
Florida
$1.34M +$718K +7,590 +118%
GFPC
73
Global Financial Private Capital
Florida
$1.25M +$211K +2,229 +21%
FIM
74
Freedom Investment Management
Connecticut
$1.14M +$1.13M +11,896 New
AIA
75
Allegis Investment Advisors
Idaho
$1.12M +$144K +1,521 +15%

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.