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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
FWM
126
Focused Wealth Management
New York
$38K
SWM
127
SeaCrest Wealth Management
New York
$36K +$35.3K +373 New
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
$34K
CA
129
Calton & Associates
Florida
$34K +$34.6K +366 New
ST
130
Smithfield Trust
Pennsylvania
$28K
JIR
131
James Investment Research
Ohio
$19K
RFC
132
Regions Financial Corp
Alabama
$19K +$18.9K +200 New
FDCDDQ
133
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.3K
SEI Investments
134
SEI Investments
Pennsylvania
$15K -$1.14K -12 -7%
PFGIA
135
Patriot Financial Group Insurance Agency
Massachusetts
$13K +$95 +1 +0.7%
WAM
136
Wealthspire Advisors (Maryland)
Maryland
$11K +$10.9K +115 New
TRCT
137
Tower Research Capital (TRC)
New York
$8K +$7.47K +79 New
UBS AM
138
UBS AM
Illinois
$6.8K +$6.72K +71 New
MA
139
MCF Advisors
Kentucky
$6K
VCM
140
Virtue Capital Management
Tennessee
$3K +$3.31K +35 New
MPWT
141
MassMutual Private Wealth & Trust
Connecticut
$2.01K +$1.99K +21 New
NR
142
Newfound Research
Massachusetts
$2K -$1.04K -11 -33%
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.51K +16 New
IWM
144
IHT Wealth Management
Illinois
$1K
PHIMC
145
Private Harbour Investment Management & Counsel
Ohio
-$4.28M -45,400 Closed
AA
146
Advisory Alpha
Michigan
-$2.93M -30,892 Closed
BCM
147
Bluefin Capital Management
New York
-$1M -10,639 Closed
SI
148
SII Investments
Wisconsin
-$907K -9,635 Closed
AII
149
AGF Investments Inc
Ontario, Canada
-$321K -3,411 Closed
DS
150
DRW Securities
Illinois
-$292K -3,102 Closed

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.