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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
DC
76
Davenport & Co
Virginia
$4.05M +$199K +2,517 +5%
AI
77
Atria Investments
North Carolina
$3.89M +$906K +11,485 +31%
Janus Henderson Group
78
Janus Henderson Group
United Kingdom
$3.83M -$461K -5,839 -11%
Aberdeen Group
79
Aberdeen Group
United Kingdom
$3.79M -$738K -9,355 -16%
JIR
80
James Investment Research
Ohio
$3.69M +$2.19M +27,703 +149%
SEI Investments
81
SEI Investments
Pennsylvania
$3.67M +$628K +7,963 +21%
HFS
82
Horizon Financial Services
North Carolina
$3.66M -$168K -2,132 -4%
IWS
83
Insight Wealth Strategies
California
$3.59M +$66.1K +838 +2%
GM
84
GeoWealth Management
Illinois
$3.43M -$1.72M -21,798 -34%
Stifel Financial
85
Stifel Financial
Missouri
$3.2M +$140K +1,777 +5%
ACM
86
Absolute Capital Management
Pennsylvania
$2.98M +$2.95M +37,401 New
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$2.94M +$2.91M +36,909 New
GAM
88
Gould Asset Management
California
$2.93M -$516K -6,536 -15%
BRWA
89
B. Riley Wealth Advisors
Florida
$2.62M +$1.31M +16,596 +102%
AIP
90
Ahrens Investment Partners
Louisiana
$2.57M +$462K +5,859 +22%
MFG
91
MidWestOne Financial Group
Iowa
$2.36M +$466K +5,902 +25%
4FG
92
4Thought Financial Group
New York
$2.32M +$70.4K +893 +3%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$2.28M +$89.8K +1,139 +4%
AWM
94
AE Wealth Management
Kansas
$2.27M -$142K -1,800 -6%
TW
95
TrinityPoint Wealth
Connecticut
$2.25M +$144K +1,824 +7%
Luther King Capital Management (LKCM)
96
Luther King Capital Management (LKCM)
Texas
$2.2M
NFG
97
Northeast Financial Group
Pennsylvania
$2.16M +$281K +3,556 +15%
AWM
98
Ameliora Wealth Management
Switzerland
$2.06M -$851K -10,790 -29%
MCCP
99
Mission Creek Capital Partners
California
$2M +$63K +799 +3%
TCA
100
Transcend Capital Advisors
New Jersey
$2M +$93.2K +1,181 +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.