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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
BEI
101
Benjamin Edwards Inc
Missouri
$107K +$103K +1,167 New
RIA
102
Realta Investment Advisors
Delaware
$69K +$66.8K +760 New
IBOK
103
Independence Bank of Kentucky
Kentucky
$63K
ESB
104
Essex Savings Bank
Connecticut
$62K
WP
105
WealthShield Partners
North Carolina
$61K -$1.58K -18 -3%
GSWM
106
Golden State Wealth Management
California
$55K +$52.8K +601 New
GRP
107
Global Retirement Partners
California
$53K +$34.9K +397 +218%
GWM
108
Geneos Wealth Management
Colorado
$49K
LFG
109
LifePlan Financial Group
Ohio
$49K
SIS
110
Sound Income Strategies
Florida
$49K
OIA
111
Optimum Investment Advisors
Illinois
$46K
CA
112
Cetera Advisors
Colorado
$39K +$38.6K +439 New
William Blair & Company
113
William Blair & Company
Illinois
$37K
SWM
114
SeaCrest Wealth Management
New York
$34K
CWA
115
Clarus Wealth Advisors
Arizona
$23K
FDCDDQ
116
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.6K +$19.8K +225 New
JIR
117
James Investment Research
Ohio
$18K
CFGS
118
Concourse Financial Group Securities
Alabama
$18K +$17.6K +200 New
APA
119
American Portfolios Advisors
New York
$15.3K -$24.2K -276 -62%
IA
120
IFP Advisors
Florida
$14K -$40.9K -466 -76%
AF
121
Advisornet Financial
Minnesota
$13K
FCA
122
FinTrust Capital Advisors
South Carolina
$11K
WAM
123
Wealthspire Advisors (Maryland)
Maryland
$11K
WAP
124
Wealthcare Advisory Partners
Pennsylvania
$10K
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
$9K +$6.5K +74 +370%

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.