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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
WP
51
WealthShield Partners
North Carolina
$7.98M +$7.89M +100,044 New
OWA
52
Octavia Wealth Advisors
Ohio
$7.53M +$7.45M +94,491 New
GC
53
Guggenheim Capital
Illinois
$7.4M -$536K -6,795 -7%
RWM
54
Refined Wealth Management
Utah
$7.28M +$7.21M +91,337 New
AWM
55
Avitas Wealth Management
California
$7.2M +$277K +3,508 +4%
PFT
56
Providence First Trust
Arizona
$7.03M -$37.9K -481 -0.5%
SMFG
57
Sumitomo Mitsui Financial Group
Japan
$6.87M -$350K -4,443 -5%
VAS
58
Vestmark Advisory Solutions
Massachusetts
$6.48M +$410K +5,195 +7%
CA
59
Clearstead Advisors
Ohio
$6.46M +$2.42M +30,625 +61%
WLIM
60
White Lighthouse Investment Management
Massachusetts
$6.46M -$42.7K -541 -0.7%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$6.42M -$180K -2,287 -3%
JHU
62
Johns Hopkins University
Maryland
$6.26M -$106M -1,347,195 -94%
GGS
63
Galvin Gaustad & Stein
Arizona
$5.95M +$1.48M +18,791 +34%
LWM
64
Ledge Wealth Management
Minnesota
$5.8M +$117K +1,479 +2%
RIG
65
RiverFront Investment Group
Virginia
$5.47M +$5.06M +64,179 +1,460%
RIA
66
Regal Investment Advisors
Michigan
$5.38M +$77.1K +978 +1%
OMC
67
Old Mission Capital
Illinois
$5.36M +$5.3M +67,193 New
WB
68
WesBanco Bank
West Virginia
$5.26M -$20.9K -265 -0.4%
ERFOTCOFW
69
Employees Retirement Fund of the City of Fort Worth
Texas
$5.1M
BOH
70
Bank of Hawaii
Hawaii
$5.09M +$4.3M +54,536 +588%
State of Wisconsin Investment Board
71
State of Wisconsin Investment Board
Wisconsin
$5.06M +$5.01M +63,480 New
RIM
72
Rakuten Investment Management
Japan
$5.06M +$300K +3,800 +6%
Invesco
73
Invesco
Georgia
$4.96M -$21.8M -276,094 -82%
Barclays
74
Barclays
United Kingdom
$4.92M +$4.87M +61,708 New
CCA
75
Checchi Capital Advisers
California
$4.06M +$204K +2,591 +5%

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.