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Vanguard Long-Term Corporate Bond ETF

188 hedge funds and large institutions have $2.65B invested in Vanguard Long-Term Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 81 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more call options, than puts

Call options by funds: $3.78M | Put options by funds: $983K

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

69% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 48

38% more funds holding in top 10

Funds holding in top 10: 1318 (+5)

25% more capital invested

Capital invested by funds: $2.13B → $2.65B (+$528M)

6% more funds holding

Funds holding: 178188 (+10)

2.59% more ownership

Funds ownership: 48.09%50.69% (+2.6%)

Holders
188
Holders Change
+10
Holders Change %
+5.62%
% of All Funds
3.79%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.36%
New
25
Increased
81
Reduced
48
Closed
12
Calls
$3.78M
Puts
$983K
Net Calls
+$2.79M
Net Calls Change
+$1.89M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
176
Sonora Investment Management
Arizona
$8K +$7.76K +71 New
SL
177
Savior LLC
Massachusetts
$7K +$7.54K +69 New
CAPTRUST Financial Advisors
178
CAPTRUST Financial Advisors
North Carolina
$6K -$2.73K -25 -29%
MHR
179
Matthew Hamilton Rosenberg
$6K
OC
180
Oakworth Capital
Alabama
$5K
APC
181
Aspire Private Capital
North Carolina
$5K +$5.03K +46 New
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$4K
UFF
183
USA Financial Formulas
Michigan
$3K +$2.84K +26 New
Simplex Trading
184
Simplex Trading
Illinois
$1K -$238K -2,179 -99%
CFA
185
Carroll Financial Associates
North Carolina
$1K
HNB
186
Huntington National Bank
Ohio
$1K
IF
187
Ironwood Financial
Arizona
$1K
MAM
188
Meeder Asset Management
Ohio
$1K +$546 +5 New
ADL
189
Asset Dedication LLC
California
$1K +$765 +7 New
AIM
190
Anchor Investment Management
South Carolina
$107
IWC
191
Integrated Wealth Concepts
Massachusetts
-$30.2M -284,084 Closed
HIM
192
Hanlon Investment Management
New Jersey
-$9.24M -86,939 Closed
TFA
193
Transamerica Financial Advisors
Florida
-$1.88M -17,666 Closed
RIA
194
Regal Investment Advisors
Michigan
-$1.78M -16,796 Closed
Renaissance Technologies
195
Renaissance Technologies
New York
-$861K -8,100 Closed
G
196
GenTrust
Florida
-$430K -4,045 Closed
Allianz Asset Management
197
Allianz Asset Management
Germany
-$364K -3,420 Closed
CST
198
Charles Schwab Trust
Nevada
-$226K -2,119 Closed
OPS
199
Orion Portfolio Solutions
Nebraska
-$20K -184 Closed
BWM
200
BerganKDV Wealth Management
Minnesota
-$7K -68 Closed

VCLT Hedge Fund Activity: Q3 2020 in Review

188 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Corporate Bond ETF (VCLT) for Q3 2020, worth a combined $2.65B — up 25% from $2.13B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new VCLT positions and 12 closed out — a net gain of 13 holders — while 81 added to existing stakes and 48 trimmed.

The largest buyer was Meiji Yasuda Life Insurance, opening a new position worth an estimated $202M. The largest seller was Integrated Wealth Concepts, exiting entirely with an estimated $30.2M sold.

  • 188 institutional investors held Vanguard Long-Term Corporate Bond ETF (VCLT) as of Q3 2020, up from 178 in Q2 2020.
  • Funds reported $2.65B of Vanguard Long-Term Corporate Bond ETF stock for Q3 2020, up 25% quarter-over-quarter.
  • 25 funds opened new Vanguard Long-Term Corporate Bond ETF positions in Q3 2020 and 12 closed out, a net change of +13 holders.
  • The largest Vanguard Long-Term Corporate Bond ETF buyer in Q3 2020 was Meiji Yasuda Life Insurance, an estimated $202M added.
  • The largest Vanguard Long-Term Corporate Bond ETF seller in Q3 2020 was Integrated Wealth Concepts, an estimated $30.2M sold.

Based on aggregated 13F filings for Q3 2020.