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Vanguard Long-Term Corporate Bond ETF

132 hedge funds and large institutions have $794M invested in Vanguard Long-Term Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 38 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 38

9% less funds holding

Funds holding: 145132 (-13)

10.85% less ownership

Funds ownership: 48.23%37.38% (-11%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

16% less call options, than puts

Call options by funds: $484K | Put options by funds: $576K

24% less capital invested

Capital invested by funds: $1.04B → $794M (-$250M)

41% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 27

Holders
132
Holders Change
-13
Holders Change %
-8.97%
% of All Funds
3.03%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
16
Increased
56
Reduced
38
Closed
27
Calls
$484K
Puts
$576K
Net Calls
-$92K
Net Calls Change
-$504K
Name Holding Trade Value Shares
Change
Change in
Stake
VC
76
Vicus Capital
Pennsylvania
$800K -$37.6K -408 -4%
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$794K -$144K -1,562 -15%
JSL
78
JT Stratford LLC
Georgia
$774K +$780K +8,473 New
DS
79
DRW Securities
Illinois
$769K +$775K +8,416 New
DWM
80
Destination Wealth Management
California
$751K +$2.29M +24,878 New
BRF
81
B. Riley Financial
California
$721K -$9.21K -100 -1%
JSA
82
Jacobson & Schmitt Advisors
Wisconsin
$675K -$42.5K -462 -6%
AIA
83
Allegis Investment Advisors
Idaho
$565K -$504K -5,476 -47%
RJFSA
84
Raymond James Financial Services Advisors
Florida
$557K +$14K +152 +3%
Daiwa Securities Group
85
Daiwa Securities Group
Japan
$557K +$110K +1,200 +24%
FAIM
86
Financial Advocates Investment Management
Washington
$554K
FAAS
87
First Allied Advisory Services
California
$505K +$14.5K +157 +3%
BAM
88
Belpointe Asset Management
Nevada
$498K -$86.1K -935 -15%
AI
89
Atria Investments
North Carolina
$491K +$29.7K +323 +6%
SCA
90
Snowden Capital Advisors
New York
$465K +$469K +5,090 New
AFP
91
Ausdal Financial Partners
Iowa
$455K +$63.1K +685 +16%
AWS
92
AJ Wealth Strategies
New York
$447K +$450K +4,888 New
M&T Bank
93
M&T Bank
New York
$425K +$552 +6 +0.1%
JP Morgan Chase
94
JP Morgan Chase
New York
$416K +$5.25K +57 +1%
PTC
95
Private Trust Company
Ohio
$394K
MA
96
Mutual Advisors
Nebraska
$346K -$54.8K -595 -14%
IA
97
IFP Advisors
Florida
$342K
OAM
98
Oxford Asset Management
United Kingdom
$318K +$320K +3,481 New
SPIA
99
Steward Partners Investment Advisory
New York
$306K +$73.4K +797 +31%
LTFS
100
Ladenburg Thalmann Financial Services
Florida
$272K +$58.9K +640 +27%

VCLT Hedge Fund Activity: Q1 2018 in Review

132 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Corporate Bond ETF (VCLT) for Q1 2018, worth a combined $794M — down 24% from $1.04B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of VCLT and 16 opened new positions — a net loss of 11 holders — while 38 trimmed existing stakes and 56 added.

The largest buyer was Stableford Capital II, adding an estimated $6.22M. The largest seller was WBI Investments, exiting entirely with an estimated $47.6M sold.

  • 132 institutional investors held Vanguard Long-Term Corporate Bond ETF (VCLT) as of Q1 2018, down from 145 in Q4 2017.
  • Funds reported $794M of Vanguard Long-Term Corporate Bond ETF stock for Q1 2018, down 24% quarter-over-quarter.
  • 16 funds opened new Vanguard Long-Term Corporate Bond ETF positions in Q1 2018 and 27 closed out, a net change of -11 holders.
  • The largest Vanguard Long-Term Corporate Bond ETF buyer in Q1 2018 was Stableford Capital II, an estimated $6.22M added.
  • The largest Vanguard Long-Term Corporate Bond ETF seller in Q1 2018 was WBI Investments, an estimated $47.6M sold.

Based on aggregated 13F filings for Q1 2018.