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Vanguard Long-Term Corporate Bond ETF

129 hedge funds and large institutions have $1.21B invested in Vanguard Long-Term Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 37 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more capital invested

Capital invested by funds: $896M → $1.21B (+$317M)

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

24% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 37

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

5.35% more ownership

Funds ownership: 41.24%46.6% (+5.4%)

2% more funds holding

Funds holding: 127129 (+2)

13% less call options, than puts

Call options by funds: $3.22M | Put options by funds: $3.72M

Holders
129
Holders Change
+2
Holders Change %
+1.57%
% of All Funds
2.95%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.23%
New
20
Increased
46
Reduced
37
Closed
18
Calls
$3.22M
Puts
$3.72M
Net Calls
-$502K
Net Calls Change
-$469K
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
76
Financial Advocates Investment Management
Washington
$622K +$88.1K +996 +16%
MC
77
Moors & Cabot
Massachusetts
$580K +$578K +6,543 New
AWS
78
AJ Wealth Strategies
New York
$567K
CWM
79
Cornerstone Wealth Management
Missouri
$545K +$4.53M +51,218 New
BAM
80
Belpointe Asset Management
Nevada
$460K -$35.5K -402 -7%
JSA
81
Jacobson & Schmitt Advisors
Wisconsin
$437K +$88 +1 +0%
UCFA
82
United Capital Financial Advisors
Texas
$426K -$1.26M -14,287 -75%
BC
83
Burney Company
Virginia
$425K +$427K +4,825 New
FAAS
84
First Allied Advisory Services
California
$398K -$24.7K -279 -6%
PTC
85
Private Trust Company
Ohio
$380K
Citadel Advisors
86
Citadel Advisors
Florida
$370K -$184K -2,078 -33%
SPIA
87
Steward Partners Investment Advisory
New York
$365K +$3.45K +39 +0.9%
AIP
88
Almanack Investment Partners
Pennsylvania
$357K -$5.75K -65 -2%
IA
89
IFP Advisors
Florida
$345K -$2.3K -26 -0.7%
MA
90
Mutual Advisors
Nebraska
$331K +$17.9K +203 +6%
AFP
91
Ausdal Financial Partners
Iowa
$305K -$130K -1,472 -30%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$278K +$84.6K +957 +43%
Citigroup
93
Citigroup
New York
$257K -$575K -6,508 -69%
IA
94
IndexIQ Advisors
New York
$233K +$234K +2,648 New
Daiwa Securities Group
95
Daiwa Securities Group
Japan
$229K -$345K -3,900 -60%
AB
96
Atlas Brown
Kentucky
$228K -$1.77K -20 -0.8%
LTFS
97
Ladenburg Thalmann Financial Services
Florida
$223K -$38.5K -436 -15%
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$219K +$220K +2,490 New
BRC
99
Bell Rock Capital
Delaware
$130K -$21.3K -241 -14%
SWP
100
Stratos Wealth Partners
Ohio
$93K +$93.2K +1,054 New

VCLT Hedge Fund Activity: Q3 2018 in Review

129 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Corporate Bond ETF (VCLT) for Q3 2018, worth a combined $1.21B — up 35% from $896M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VCLT positions and 18 closed out — a net gain of 2 holders — while 46 added to existing stakes and 37 trimmed.

The largest buyer was Wells Fargo, adding an estimated $87.5M. The largest seller was Ameriprise, cutting an estimated $25.8M.

  • 129 institutional investors held Vanguard Long-Term Corporate Bond ETF (VCLT) as of Q3 2018, up from 127 in Q2 2018.
  • Funds reported $1.21B of Vanguard Long-Term Corporate Bond ETF stock for Q3 2018, up 35% quarter-over-quarter.
  • 20 funds opened new Vanguard Long-Term Corporate Bond ETF positions in Q3 2018 and 18 closed out, a net change of +2 holders.
  • The largest Vanguard Long-Term Corporate Bond ETF buyer in Q3 2018 was Wells Fargo, an estimated $87.5M added.
  • The largest Vanguard Long-Term Corporate Bond ETF seller in Q3 2018 was Ameriprise, an estimated $25.8M sold.

Based on aggregated 13F filings for Q3 2018.