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Vanguard Long-Term Corporate Bond ETF

240 hedge funds and large institutions have $4.32B invested in Vanguard Long-Term Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 88 increasing their positions, 80 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $8.99M | Put options by funds: $5.74M

10% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 80

4.54% more ownership

Funds ownership: 68.55%73.09% (+4.5%)

2% more capital invested

Capital invested by funds: $4.25B → $4.32B (+$66.9M)

0% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 36

1% less funds holding

Funds holding: 243240 (-3)

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

Holders
240
Holders Change
-3
Holders Change %
-1.23%
% of All Funds
3.81%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.3%
New
36
Increased
88
Reduced
80
Closed
36
Calls
$8.99M
Puts
$5.74M
Net Calls
+$3.25M
Net Calls Change
+$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
BOH
76
Bank of Hawaii
Hawaii
$5.13M -$710K -9,421 -12%
Stifel Financial
77
Stifel Financial
Missouri
$4.81M +$475K +6,297 +10%
ERFOTCOFW
78
Employees Retirement Fund of the City of Fort Worth
Texas
$4.58M
RIM
79
Rakuten Investment Management
Japan
$4.58M +$7.54K +100 +0.2%
State of Wisconsin Investment Board
80
State of Wisconsin Investment Board
Wisconsin
$4.55M
Invesco
81
Invesco
Georgia
$4.46M -$22.2K -295 -0.5%
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$4.42M -$7.86M -104,323 -63%
GC
83
Guggenheim Capital
Illinois
$4.23M -$2.43M -32,225 -35%
GGS
84
Galvin Gaustad & Stein
Arizona
$4.18M -$184K -2,438 -4%
FA
85
Fermata Advisors
California
$4.14M +$4.35M +57,745 New
SC
86
Sykon Capital
New York
$3.94M +$4.15M +55,015 New
DC
87
Davenport & Co
Virginia
$3.9M +$15.6K +207 +0.4%
Comerica Bank
88
Comerica Bank
Texas
$3.68M +$3.87M +51,332 New
SC
89
Swan Capital
Florida
$3.62M +$3.81M +50,526 New
HFS
90
Horizon Financial Services
North Carolina
$3.5M +$94.7K +1,256 +3%
JIR
91
James Investment Research
Ohio
$3.38M -$74.1K -983 -2%
EFS
92
Econ Financial Services
Pennsylvania
$3.35M +$2.6M +34,504 +280%
JP Morgan Chase
93
JP Morgan Chase
New York
$3.24M -$38.7M -512,829 -92%
AI
94
Atria Investments
North Carolina
$3.15M +$46.4K +616 +1%
GM
95
GeoWealth Management
Illinois
$3.06M -$163K -2,164 -5%
CCA
96
Checchi Capital Advisers
California
$3.02M -$1.01M -13,452 -24%
IWS
97
Insight Wealth Strategies
California
$2.98M -$271K -3,601 -8%
GAM
98
Gould Asset Management
California
$2.91M +$242K +3,207 +9%
BRWA
99
B. Riley Wealth Advisors
Florida
$2.83M +$150K +1,996 +5%
NFG
100
Northeast Financial Group
Pennsylvania
$2.68M +$159K +2,108 +6%

VCLT Hedge Fund Activity: Q3 2023 in Review

240 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Corporate Bond ETF (VCLT) for Q3 2023, worth a combined $4.32B — up 1.6% from $4.25B a quarter earlier.

Fund positioning in VCLT was balanced in Q3 2023: 36 funds opened new positions, 36 closed out, 88 added to existing stakes and 80 trimmed.

The largest buyer was Johns Hopkins University, adding an estimated $373M. The largest seller was Lockheed Martin Investment Management, exiting entirely with an estimated $84.6M sold.

  • 240 institutional investors held Vanguard Long-Term Corporate Bond ETF (VCLT) as of Q3 2023, down from 243 in Q2 2023.
  • Funds reported $4.32B of Vanguard Long-Term Corporate Bond ETF stock for Q3 2023, up 1.6% quarter-over-quarter.
  • 36 funds opened new Vanguard Long-Term Corporate Bond ETF positions in Q3 2023 and 36 closed out, a net change of 0 holders.
  • The largest Vanguard Long-Term Corporate Bond ETF buyer in Q3 2023 was Johns Hopkins University, an estimated $373M added.
  • The largest Vanguard Long-Term Corporate Bond ETF seller in Q3 2023 was Lockheed Martin Investment Management, an estimated $84.6M sold.

Based on aggregated 13F filings for Q3 2023.