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Vanguard Long-Term Corporate Bond ETF

145 hedge funds and large institutions have $1.04B invested in Vanguard Long-Term Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 58 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 9

76% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 33

28% more capital invested

Capital invested by funds: $819M → $1.04B (+$225M)

22% more funds holding

Funds holding: 119145 (+26)

9.43% more ownership

Funds ownership: 38.8%48.23% (+9.4%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
145
Holders Change
+26
Holders Change %
+21.85%
% of All Funds
3.29%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
35
Increased
58
Reduced
33
Closed
9
Calls
$412K
Puts
Net Calls
+$412K
Net Calls Change
+$412K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
101
Parallel Advisors
California
$411K +$367K +3,881 +940%
BTIS
102
BB&T Investment Services
North Carolina
$399K +$23.3K +246 +6%
HI
103
Hudock Inc
Pennsylvania
$379K +$323K +3,411 +613%
SG Americas Securities
104
SG Americas Securities
New York
$354K +$350K +3,698 New
IA
105
IFP Advisors
Florida
$342K -$6.72K -71 -2%
LNC
106
Lincoln National Corp
Pennsylvania
$328K +$324K +3,428 New
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$266K
LPT
108
Legacy Private Trust
Wisconsin
$261K +$258K +2,730 New
PCP
109
Proficio Capital Partners
Massachusetts
$256K
AB
110
Atlas Brown
Kentucky
$250K +$251K +2,654 New
ASN
111
Advisory Services Network
Georgia
$248K
SPIA
112
Steward Partners Investment Advisory
New York
$244K -$55.9K -591 -19%
AWA
113
Arete Wealth Advisors
Illinois
$237K
LTFS
114
Ladenburg Thalmann Financial Services
Florida
$224K +$22.4K +237 +11%
OIA
115
Optimum Investment Advisors
Illinois
$212K +$757 +8 +0.4%
FA
116
FDx Advisors
Illinois
$204K -$27.5K -291 -12%
Manulife (Manufacturers Life Insurance)
117
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$172K +$14.8K +156 +10%
BRC
118
Bell Rock Capital
Delaware
$168K +$4.07K +43 +2%
SWP
119
Stratos Wealth Partners
Ohio
$104K +$103K +1,088 New
APA
120
American Portfolios Advisors
New York
$68.4K +$67.5K +714 New
W
121
WealthShield
North Carolina
$65K +$64.9K +686 New
WP
122
WealthShield Partners
North Carolina
$65K +$64.9K +686 New
GWM
123
Geneos Wealth Management
Colorado
$52K +$20.3K +215 +65%
LNB
124
Ledyard National Bank
$47K +$27K +285 +135%
US Bancorp
125
US Bancorp
Minnesota
$46K +$21.1K +223 +86%

VCLT Hedge Fund Activity: Q4 2017 in Review

145 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Corporate Bond ETF (VCLT) for Q4 2017, worth a combined $1.04B — up 28% from $819M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new VCLT positions and 9 closed out — a net gain of 26 holders — while 58 added to existing stakes and 33 trimmed.

The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $75.6M. The largest seller was WBI Investments, cutting an estimated $44.9M.

  • 145 institutional investors held Vanguard Long-Term Corporate Bond ETF (VCLT) as of Q4 2017, up from 119 in Q3 2017.
  • Funds reported $1.04B of Vanguard Long-Term Corporate Bond ETF stock for Q4 2017, up 28% quarter-over-quarter.
  • 35 funds opened new Vanguard Long-Term Corporate Bond ETF positions in Q4 2017 and 9 closed out, a net change of +26 holders.
  • The largest Vanguard Long-Term Corporate Bond ETF buyer in Q4 2017 was Charles Schwab Investment Advisory, an estimated $75.6M added.
  • The largest Vanguard Long-Term Corporate Bond ETF seller in Q4 2017 was WBI Investments, an estimated $44.9M sold.

Based on aggregated 13F filings for Q4 2017.