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Vanguard Long-Term Corporate Bond ETF

81 hedge funds and large institutions have $682M invested in Vanguard Long-Term Corporate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 10

283% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 6

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

44% more capital invested

Capital invested by funds: $475M → $682M (+$207M)

25% more funds holding

Funds holding: 6581 (+16)

21% less call options, than puts

Call options by funds: $254K | Put options by funds: $320K

Holders
81
Holders Change
+16
Holders Change %
+24.62%
% of All Funds
2.16%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.19%
New
23
Increased
39
Reduced
10
Closed
6
Calls
$254K
Puts
$320K
Net Calls
-$66K
Net Calls Change
+$82K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Glovista Investments
New Jersey
$79.8M +$60.2M +639,371 +307%
Bank of America
2
Bank of America
North Carolina
$71.9M -$21.1M -224,024 -23%
Wells Fargo
3
Wells Fargo
California
$51.9M +$2.44M +25,941 +5%
NYLIM
4
New York Life Investment Management
New York
$40.1M +$2.72M +28,900 +7%
USAA
5
United Services Automobile Association
Texas
$38.2M
MAA
6
Managed Account Advisors
New Jersey
$31.1M -$8.51M -90,357 -21%
DDSF
7
Diana Davis Spencer Foundation
Maryland
$27.3M
Mirae Asset Global Investments
8
Mirae Asset Global Investments
South Korea
$26M +$6.25M +66,400 +32%
Morgan Stanley
9
Morgan Stanley
New York
$25.3M +$13.1M +138,930 +107%
VKH
10
Virtu KCG Holdings
New York
$25.1M +$24.6M +261,124 +4,433%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$23.4M +$6.05M +64,255 +35%
State of Tennessee, Department of Treasury
12
State of Tennessee, Department of Treasury
Tennessee
$23M +$23M +244,600 New
UCFA
13
United Capital Financial Advisors
Texas
$20.7M +$4.73M +50,188 +29%
HI
14
Horizon Investments
North Carolina
$20M +$10.3M +108,873 +105%
Stifel Financial
15
Stifel Financial
Missouri
$17.4M +$9.1M +96,625 +109%
Jane Street
16
Jane Street
New York
$16.5M +$16.5M +175,290 New
Goldman Sachs
17
Goldman Sachs
New York
$11.5M +$11.5M +122,283 New
CIM
18
Confluence Investment Management
Missouri
$11.3M +$8.91M +94,598 +371%
AP
19
Agilis Partners
Massachusetts
$10.2M +$2.02M +21,451 +25%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$9.77M +$7.93M +84,252 +431%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$9.43M +$5.28M +56,090 +127%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$8.89M -$1.86M -19,800 -17%
LPT
23
Legacy Private Trust
Wisconsin
$8.08M +$201K +2,136 +3%
UBS Group
24
UBS Group
Switzerland
$6.56M +$3.22M +34,201 +96%
Ameriprise
25
Ameriprise
Minnesota
$6.52M +$2.37M +25,211 +57%

VCLT Hedge Fund Activity: Q1 2015 in Review

81 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Corporate Bond ETF (VCLT) for Q1 2015, worth a combined $682M — up 44% from $475M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new VCLT positions and 6 closed out — a net gain of 17 holders — while 39 added to existing stakes and 10 trimmed.

The largest buyer was Glovista Investments, adding an estimated $60.2M. The largest seller was Bank of America, cutting an estimated $21.1M.

  • 81 institutional investors held Vanguard Long-Term Corporate Bond ETF (VCLT) as of Q1 2015, up from 65 in Q4 2014.
  • Funds reported $682M of Vanguard Long-Term Corporate Bond ETF stock for Q1 2015, up 44% quarter-over-quarter.
  • 23 funds opened new Vanguard Long-Term Corporate Bond ETF positions in Q1 2015 and 6 closed out, a net change of +17 holders.
  • The largest Vanguard Long-Term Corporate Bond ETF buyer in Q1 2015 was Glovista Investments, an estimated $60.2M added.
  • The largest Vanguard Long-Term Corporate Bond ETF seller in Q1 2015 was Bank of America, an estimated $21.1M sold.

Based on aggregated 13F filings for Q1 2015.