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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
WP
101
WealthShield Partners
North Carolina
$60K
GWM
102
Geneos Wealth Management
Colorado
$47K
LFG
103
LifePlan Financial Group
Ohio
$47K
SIS
104
Sound Income Strategies
Florida
$47K +$47.2K +534 New
OIA
105
Optimum Investment Advisors
Illinois
$44K
William Blair & Company
106
William Blair & Company
Illinois
$35K
SWM
107
SeaCrest Wealth Management
New York
$33K
APA
108
American Portfolios Advisors
New York
$32.6K -$26.5K -300 -45%
US Bancorp
109
US Bancorp
Minnesota
$32K
LNB
110
Ledyard National Bank
$25K
ST
111
Smithfield Trust
Pennsylvania
$25K
CWA
112
Clarus Wealth Advisors
Arizona
$22K
JIR
113
James Investment Research
Ohio
$18K
PFGIA
114
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$16.8K +190 New
ASN
115
Advisory Services Network
Georgia
$15K
AF
116
Advisornet Financial
Minnesota
$13K
WAM
117
Wealthspire Advisors (Maryland)
Maryland
$10K
WAP
118
Wealthcare Advisory Partners
Pennsylvania
$9K
IBOK
119
Independence Bank of Kentucky
Kentucky
$9K +$9.28K +105 New
JP Morgan Chase
120
JP Morgan Chase
New York
$7K +$884 +10 +14%
TRCT
121
Tower Research Capital (TRC)
New York
$6K +$4.86K +55 +367%
SF
122
Synovus Financial
Georgia
$5K
DWM
123
Destination Wealth Management
California
$5K +$5.48K +62 New
NR
124
Newfound Research
Massachusetts
$4K -$707 -8 -15%
Fidelity Investments
125
Fidelity Investments
Massachusetts
$4K +$4.33K +49 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.