We are live on ! Find out more
VCLT icon

Vanguard Long-Term Corporate Bond ETF

47 hedge funds and large institutions have $297M invested in Vanguard Long-Term Corporate Bond ETF in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

16% more capital invested

Capital invested by funds: $257M → $297M (+$40.9M)

7% more funds holding

Funds holding: 4447 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
20
Reduced
12
Closed
4
Calls
$349K
Puts
Net Calls
+$349K
Net Calls Change
-$373K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$44.6M -$1.51M -17,656 -3%
USAA
2
United Services Automobile Association
Texas
$41.6M -$2.18M -25,500 -5%
Wells Fargo
3
Wells Fargo
California
$32.1M +$1.64M +19,174 +6%
MAA
4
Managed Account Advisors
New Jersey
$30.2M +$572K +6,686 +2%
WI
5
WBI Investments
New Jersey
$29.2M -$3.64M -42,632 -11%
AssetMark Inc
6
AssetMark Inc
California
$21.3M +$4.08M +47,755 +24%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$8.25M
Jane Street
8
Jane Street
New York
$7.29M +$5.38M +62,977 +307%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$7.24M -$723K -8,458 -9%
HFS
10
HL Financial Services
Kentucky
$7.21M +$7.06M +82,600 New
Nisa Investment Advisors
11
Nisa Investment Advisors
Missouri
$6.92M +$76.9K +900 +1%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$5.85M +$4.9M +57,291 +585%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$5.83M +$1.22M +14,247 +27%
Morgan Stanley
14
Morgan Stanley
New York
$5.65M +$2.77M +32,354 +100%
Stifel Financial
15
Stifel Financial
Missouri
$5.08M +$4.97M +58,169 New
U
16
UBS
Switzerland
$4.4M +$1.04M +12,138 +32%
TAG
17
Tactical Allocation Group
Michigan
$4.23M +$4.14M +48,462 New
LPT
18
Legacy Private Trust
Wisconsin
$4.1M +$4.02M +47,027 New
RT
19
Rockland Trust
Massachusetts
$3.5M
Goldman Sachs
20
Goldman Sachs
New York
$2.6M -$187K -2,188 -7%
BOH
21
Bank of Hawaii
Hawaii
$2.52M -$157K -1,835 -6%
UCFA
22
United Capital Financial Advisors
Texas
$2.52M +$2.46M +28,824 New
PSW
23
Portfolio Strategies (Washington)
Washington
$2.49M +$163K +1,910 +7%
TCM
24
Twele Capital Management
Minnesota
$1.97M +$988K +11,561 +105%
TNB
25
Thomasville National Bank
Georgia
$1.75M +$1.71M +20,000 New

VCLT Hedge Fund Activity: Q1 2014 in Review

47 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Corporate Bond ETF (VCLT) for Q1 2014, worth a combined $297M — up 16% from $257M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new VCLT positions and 4 closed out — a net gain of 4 holders — while 20 added to existing stakes and 12 trimmed.

The largest buyer was HL Financial Services, opening a new position worth an estimated $7.06M. The largest seller was Horizon Investments, exiting entirely with an estimated $6.78M sold.

  • 47 institutional investors held Vanguard Long-Term Corporate Bond ETF (VCLT) as of Q1 2014, up from 44 in Q4 2013.
  • Funds reported $297M of Vanguard Long-Term Corporate Bond ETF stock for Q1 2014, up 16% quarter-over-quarter.
  • 8 funds opened new Vanguard Long-Term Corporate Bond ETF positions in Q1 2014 and 4 closed out, a net change of +4 holders.
  • The largest Vanguard Long-Term Corporate Bond ETF buyer in Q1 2014 was HL Financial Services, an estimated $7.06M added.
  • The largest Vanguard Long-Term Corporate Bond ETF seller in Q1 2014 was Horizon Investments, an estimated $6.78M sold.

Based on aggregated 13F filings for Q1 2014.