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Vanguard Long-Term Corporate Bond ETF

240 hedge funds and large institutions have $4.32B invested in Vanguard Long-Term Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 88 increasing their positions, 80 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $8.99M | Put options by funds: $5.74M

10% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 80

4.54% more ownership

Funds ownership: 68.55%73.09% (+4.5%)

2% more capital invested

Capital invested by funds: $4.25B → $4.32B (+$66.9M)

0% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 36

1% less funds holding

Funds holding: 243240 (-3)

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

Holders
240
Holders Change
-3
Holders Change %
-1.23%
% of All Funds
3.81%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.3%
New
36
Increased
88
Reduced
80
Closed
36
Calls
$8.99M
Puts
$5.74M
Net Calls
+$3.25M
Net Calls Change
+$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
176
LCNB Corp
Ohio
$312K -$23.4K -310 -7%
SPIA
177
Steward Partners Investment Advisory
New York
$298K -$24.3K -323 -7%
NW
178
NewEdge Wealth
Pennsylvania
$297K +$313K +4,148 New
FHC
179
First Heartland Consultants
Missouri
$284K +$4.52K +60 +2%
IAN
180
Integrated Advisors Network
Texas
$284K +$4.14K +55 +1%
FPAS
181
Focus Partners Advisor Solutions
Missouri
$279K +$294K +3,898 New
GFG
182
Goldstone Financial Group
Illinois
$270K -$56.8K -753 -17%
SF
183
Synovus Financial
Georgia
$259K +$273K +3,619 New
BCV
184
Banque Cantonale Vaudoise
Switzerland
$256K
ACA
185
Anchor Capital Advisors
Massachusetts
$253K
ACM
186
AlphaStar Capital Management
North Carolina
$246K -$1.33M -17,656 -84%
Betterment LLC
187
Betterment LLC
New York
$244K -$112K -1,482 -30%
OFG
188
Orcam Financial Group
California
$242K +$980 +13 +0.4%
NFG
189
Nations Financial Group
Iowa
$242K +$254K +3,373 New
VCWA
190
Vanguard Capital Wealth Advisors
Colorado
$236K -$121K -1,600 -33%
IA
191
IFP Advisors
Florida
$235K -$15.9K -211 -6%
CWM
192
Cahill Wealth Management
Michigan
$229K
NS
193
NBC Securities
Alabama
$228K +$241K +3,193 New
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
$225K +$7.61K +101 +3%
DADC
195
D.A. Davidson & Co
Montana
$225K -$6.48K -86 -3%
BCI
196
Brinker Capital Investments
Pennsylvania
$224K -$4.82K -64 -2%
OPS
197
Orion Portfolio Solutions
Nebraska
$224K -$4.82K -64 -2%
BPA
198
Beacon Pointe Advisors
California
$218K +$230K +3,047 New
FIA
199
Foundations Investment Advisors
Arizona
$218K -$87.7K -1,164 -28%
Qube Research & Technologies (QRT)
200
Qube Research & Technologies (QRT)
United Kingdom
$216K +$227K +3,010 New

VCLT Hedge Fund Activity: Q3 2023 in Review

240 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Corporate Bond ETF (VCLT) for Q3 2023, worth a combined $4.32B — up 1.6% from $4.25B a quarter earlier.

Fund positioning in VCLT was balanced in Q3 2023: 36 funds opened new positions, 36 closed out, 88 added to existing stakes and 80 trimmed.

The largest buyer was Johns Hopkins University, adding an estimated $373M. The largest seller was Lockheed Martin Investment Management, exiting entirely with an estimated $84.6M sold.

  • 240 institutional investors held Vanguard Long-Term Corporate Bond ETF (VCLT) as of Q3 2023, down from 243 in Q2 2023.
  • Funds reported $4.32B of Vanguard Long-Term Corporate Bond ETF stock for Q3 2023, up 1.6% quarter-over-quarter.
  • 36 funds opened new Vanguard Long-Term Corporate Bond ETF positions in Q3 2023 and 36 closed out, a net change of 0 holders.
  • The largest Vanguard Long-Term Corporate Bond ETF buyer in Q3 2023 was Johns Hopkins University, an estimated $373M added.
  • The largest Vanguard Long-Term Corporate Bond ETF seller in Q3 2023 was Lockheed Martin Investment Management, an estimated $84.6M sold.

Based on aggregated 13F filings for Q3 2023.