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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
TH
76
Timber Hill
Connecticut
$1.04M +$1.02M +10,816 New
NC
77
NewSquare Capital
Pennsylvania
$1.02M -$15.3K -162 -1%
KWM
78
Kingsview Wealth Management
Oregon
$992K -$84.3K -891 -8%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$982K -$96.7K -1,022 -9%
AF
80
Advisornet Financial
Minnesota
$982K +$970K +10,253 New
Citigroup
81
Citigroup
New York
$949K +$127K +1,338 +16%
BOH
82
Bank of Hawaii
Hawaii
$888K
BTS
83
BB&T Securities
Virginia
$881K -$66K -698 -7%
VC
84
Vicus Capital
Pennsylvania
$877K -$119K -1,256 -12%
EAMA
85
EFG Asset Management (Americas)
Florida
$807K +$797K +8,430 New
BRF
86
B. Riley Financial
California
$765K -$37.8K -400 -5%
JSA
87
Jacobson & Schmitt Advisors
Wisconsin
$752K -$17.2K -182 -2%
WPIC
88
White Pine Investment Company
Michigan
$723K +$79.7K +842 +13%
BAM
89
Belpointe Asset Management
Nevada
$611K +$140K +1,484 +30%
FAIM
90
Financial Advocates Investment Management
Washington
$581K +$575K +6,073 New
RJFSA
91
Raymond James Financial Services Advisors
Florida
$570K +$2.08K +22 +0.4%
IFWM
92
Institute for Wealth Management
Colorado
$544K +$222K +2,343 +70%
FAAS
93
First Allied Advisory Services
California
$516K -$596K -6,302 -54%
AI
94
Atria Investments
North Carolina
$484K -$393K -4,154 -45%
Daiwa Securities Group
95
Daiwa Securities Group
Japan
$469K -$227K -2,400 -33%
M&T Bank
96
M&T Bank
New York
$445K -$27.5K -291 -6%
JP Morgan Chase
97
JP Morgan Chase
New York
$430K -$141K -1,491 -25%
MA
98
Mutual Advisors
Nebraska
$420K +$415K +4,384 New
PTC
99
Private Trust Company
Ohio
$413K
AFP
100
Ausdal Financial Partners
Iowa
$411K +$1.51K +16 +0.4%

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.