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Vanguard Long-Term Corporate Bond ETF

138 hedge funds and large institutions have $1.44B invested in Vanguard Long-Term Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

31% more capital invested

Capital invested by funds: $1.1B → $1.44B (+$339M)

5% more funds holding

Funds holding: 131138 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

7% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 42

3.09% less ownership

Funds ownership: 47.64%44.55% (-3.1%)

15% less call options, than puts

Call options by funds: $622K | Put options by funds: $732K

Holders
138
Holders Change
+7
Holders Change %
+5.34%
% of All Funds
2.99%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
27
Increased
39
Reduced
42
Closed
20
Calls
$622K
Puts
$732K
Net Calls
-$110K
Net Calls Change
-$519K
Name Holding Trade Value Shares
Change
Change in
Stake
TSS
76
Two Sigma Securities
New York
$851K +$426K +4,844 +109%
BOH
77
Bank of Hawaii
Hawaii
$849K
KWM
78
Kingsview Wealth Management
Oregon
$778K -$124K -1,412 -14%
WWM
79
Western Wealth Management
Colorado
$771K -$27.4K -312 -4%
BRWM
80
B. Riley Wealth Management
Tennessee
$728K -$25.5K -290 -4%
Renaissance Technologies
81
Renaissance Technologies
New York
$668K -$220K -2,500 -26%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$591K -$6.89M -78,389 -92%
AWS
83
AJ Wealth Strategies
New York
$590K
BWCS
84
Beirne Wealth Consulting Services
Connecticut
$487K -$254K -2,888 -35%
PTC
85
Private Trust Company
Ohio
$463K +$64.9K +739 +17%
FAIM
86
Financial Advocates Investment Management
Washington
$440K +$69.2K +788 +20%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$414K
VAS
88
Vestmark Advisory Solutions
Massachusetts
$396K +$380K +4,329 New
AAS
89
Avantax Advisory Services
Texas
$387K
SPIA
90
Steward Partners Investment Advisory
New York
$367K -$247K -2,815 -41%
BC
91
Burney Company
Virginia
$322K -$7.03K -80 -2%
LTFS
92
Ladenburg Thalmann Financial Services
Florida
$318K +$93.1K +1,060 +44%
Nomura Asset Management
93
Nomura Asset Management
Japan
$300K -$3.29M -37,417 -92%
Citigroup
94
Citigroup
New York
$295K -$1.58K -18 -0.6%
MA
95
Mutual Advisors
Nebraska
$236K +$351 +4 +0.2%
AB
96
Atlas Brown
Kentucky
$234K -$1.32K -15 -0.6%
JP Morgan Chase
97
JP Morgan Chase
New York
$137K -$23.9M -271,802 -99%
BRC
98
Bell Rock Capital
Delaware
$131K -$4.92K -56 -4%
Deutsche Bank
99
Deutsche Bank
Germany
$116K +$77.5K +882 +224%
FNC
100
First National Corp
Massachusetts
$116K +$111K +1,269 New

VCLT Hedge Fund Activity: Q1 2019 in Review

138 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Corporate Bond ETF (VCLT) for Q1 2019, worth a combined $1.44B — up 31% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new VCLT positions and 20 closed out — a net gain of 7 holders — while 39 added to existing stakes and 42 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $80.4M. The largest seller was Wells Fargo, cutting an estimated $25.1M.

  • 138 institutional investors held Vanguard Long-Term Corporate Bond ETF (VCLT) as of Q1 2019, up from 131 in Q4 2018.
  • Funds reported $1.44B of Vanguard Long-Term Corporate Bond ETF stock for Q1 2019, up 31% quarter-over-quarter.
  • 27 funds opened new Vanguard Long-Term Corporate Bond ETF positions in Q1 2019 and 20 closed out, a net change of +7 holders.
  • The largest Vanguard Long-Term Corporate Bond ETF buyer in Q1 2019 was Goldman Sachs, an estimated $80.4M added.
  • The largest Vanguard Long-Term Corporate Bond ETF seller in Q1 2019 was Wells Fargo, an estimated $25.1M sold.

Based on aggregated 13F filings for Q1 2019.