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Vanguard Long-Term Corporate Bond ETF

224 hedge funds and large institutions have $4.05B invested in Vanguard Long-Term Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 95 increasing their positions, 54 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 54

29% more call options, than puts

Call options by funds: $5.29M | Put options by funds: $4.09M

19% more capital invested

Capital invested by funds: $3.4B → $4.05B (+$649M)

13% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 30

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

0% more funds holding

Funds holding: 223224 (+1)

1.43% less ownership

Funds ownership: 72.32%70.89% (-1.4%)

Holders
224
Holders Change
+1
Holders Change %
+0.45%
% of All Funds
3.57%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.29%
New
34
Increased
95
Reduced
54
Closed
30
Calls
$5.29M
Puts
$4.09M
Net Calls
+$1.2M
Net Calls Change
-$6.43M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
126
HighTower Advisors
Illinois
$1.12M +$90.8K +1,151 +9%
PFS
127
Prospera Financial Services
Texas
$1.09M +$1.08M +13,725 New
KC
128
Kenfarb & Co
Kentucky
$996K -$35.5K -450 -3%
CTC
129
Central Trust Company
Missouri
$957K +$947K +12,000 New
MCC
130
Money Concepts Capital
Florida
$945K +$12.3M +155,615 +1,420%
DP
131
Dearborn Partners
Illinois
$925K -$12.4K -157 -1%
SI
132
Stephens Inc
Arkansas
$879K -$4.1K -52 -0.5%
GWM
133
Gray Wealth Management
Maine
$879K +$870K +11,027 New
Rockefeller Capital Management
134
Rockefeller Capital Management
New York
$854K +$26.3K +333 +3%
SPC
135
Sigma Planning Corp
Michigan
$817K -$66.6K -844 -8%
OBWG
136
Onyx Bridge Wealth Group
New York
$797K +$788K +9,992 New
Citigroup
137
Citigroup
New York
$772K -$5.22M -66,199 -87%
RCA
138
Ranch Capital Advisors
Florida
$747K +$16.5K +209 +2%
SAM
139
Stone Asset Management
Texas
$701K -$625K -7,922 -47%
Mariner
140
Mariner
Kansas
$700K -$7.34K -93 -1%
CPRC
141
Consolidated Portfolio Review Corp
New York
$680K +$673K +8,532 New
CCA
142
Cravens & Co Advisors
Tennessee
$650K +$180K +2,281 +39%
BWAM
143
Boyd Watterson Asset Management
Ohio
$646K -$59.7K -757 -9%
CFGS
144
Concourse Financial Group Securities
Alabama
$582K +$520K +6,588 +928%
AWE
145
Avidian Wealth Enterprises
Texas
$573K +$567K +7,185 New
GFG
146
Goldstone Financial Group
Illinois
$566K +$560K +7,095 New
Wealthfront Advisers
147
Wealthfront Advisers
California
$565K -$17.7K -224 -3%
WS
148
Wedbush Securities
California
$546K
Betterment LLC
149
Betterment LLC
New York
$526K -$149K -1,894 -22%
FA
150
Fermata Advisors
California
$493K +$488K +6,183 New

VCLT Hedge Fund Activity: Q1 2023 in Review

224 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Corporate Bond ETF (VCLT) for Q1 2023, worth a combined $4.05B — up 19% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new VCLT positions and 30 closed out — a net gain of 4 holders — while 95 added to existing stakes and 54 trimmed.

The largest buyer was Lockheed Martin Investment Management, adding an estimated $134M. The largest seller was Johns Hopkins University, cutting an estimated $106M.

  • 224 institutional investors held Vanguard Long-Term Corporate Bond ETF (VCLT) as of Q1 2023, up from 223 in Q4 2022.
  • Funds reported $4.05B of Vanguard Long-Term Corporate Bond ETF stock for Q1 2023, up 19% quarter-over-quarter.
  • 34 funds opened new Vanguard Long-Term Corporate Bond ETF positions in Q1 2023 and 30 closed out, a net change of +4 holders.
  • The largest Vanguard Long-Term Corporate Bond ETF buyer in Q1 2023 was Lockheed Martin Investment Management, an estimated $134M added.
  • The largest Vanguard Long-Term Corporate Bond ETF seller in Q1 2023 was Johns Hopkins University, an estimated $106M sold.

Based on aggregated 13F filings for Q1 2023.