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Vanguard Long-Term Corporate Bond ETF

112 hedge funds and large institutions have $748M invested in Vanguard Long-Term Corporate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

55% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 31

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

23% more capital invested

Capital invested by funds: $608M → $748M (+$140M)

6% more funds holding

Funds holding: 106112 (+6)

1.87% less ownership

Funds ownership: 39.54%37.67% (-1.9%)

Holders
112
Holders Change
+6
Holders Change %
+5.66%
% of All Funds
2.79%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.25%
New
20
Increased
48
Reduced
31
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WI
1
WBI Investments
New Jersey
$98.6M +$97M +1,056,978 New
Wells Fargo
2
Wells Fargo
California
$56.5M +$9.31M +101,414 +20%
State of Tennessee, Department of Treasury
3
State of Tennessee, Department of Treasury
Tennessee
$55.9M +$3.09M +33,700 +6%
Bank of America
4
Bank of America
North Carolina
$54.8M +$5.86M +63,839 +12%
USAA
5
United Services Automobile Association
Texas
$37M
NYLIM
6
New York Life Investment Management
New York
$36.8M +$156K +1,700 +0.4%
Stifel Financial
7
Stifel Financial
Missouri
$30.9M +$2.18M +23,717 +8%
LMGAM
8
Liberty Mutual Group Asset Management
Massachusetts
$29.4M
Ameriprise
9
Ameriprise
Minnesota
$28.4M -$4.34M -47,261 -13%
DDSF
10
Diana Davis Spencer Foundation
Maryland
$26.5M
Morgan Stanley
11
Morgan Stanley
New York
$25M -$2.23M -24,301 -8%
Goldman Sachs
12
Goldman Sachs
New York
$24.7M -$8.21M -89,511 -25%
Nisa Investment Advisors
13
Nisa Investment Advisors
Missouri
$21.3M +$211K +2,295 +1%
MIH
14
Madison Investment Holdings
Wisconsin
$15.8M -$3.27M -35,685 -17%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$15.7M +$595K +6,480 +4%
I2I
16
Insight 2811 Inc
Illinois
$13M +$12.8M +139,254 New
FIG
17
Fortress Investment Group
New York
$8.68M +$8.53M +93,000 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$8.46M -$1.79M -19,496 -18%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$8.14M -$1.12M -12,206 -12%
LPL Financial
20
LPL Financial
California
$6.34M +$2.23M +24,264 +56%
UBS Group
21
UBS Group
Switzerland
$6.09M +$303K +3,307 +5%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$5.97M -$54K -589 -0.9%
FWIA
23
Fort Washington Investment Advisors
Ohio
$5.6M -$551K -6,010 -9%
AP
24
Agilis Partners
Massachusetts
$5.26M +$587K +6,400 +13%
Nomura Asset Management
25
Nomura Asset Management
Japan
$5.02M -$2.11M -23,000 -30%

VCLT Hedge Fund Activity: Q2 2017 in Review

112 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Corporate Bond ETF (VCLT) for Q2 2017, worth a combined $748M — up 23% from $608M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VCLT positions and 14 closed out — a net gain of 6 holders — while 48 added to existing stakes and 31 trimmed.

The largest buyer was WBI Investments, opening a new position worth an estimated $97M. The largest seller was Glovista Investments, cutting an estimated $12.3M.

  • 112 institutional investors held Vanguard Long-Term Corporate Bond ETF (VCLT) as of Q2 2017, up from 106 in Q1 2017.
  • Funds reported $748M of Vanguard Long-Term Corporate Bond ETF stock for Q2 2017, up 23% quarter-over-quarter.
  • 20 funds opened new Vanguard Long-Term Corporate Bond ETF positions in Q2 2017 and 14 closed out, a net change of +6 holders.
  • The largest Vanguard Long-Term Corporate Bond ETF buyer in Q2 2017 was WBI Investments, an estimated $97M added.
  • The largest Vanguard Long-Term Corporate Bond ETF seller in Q2 2017 was Glovista Investments, an estimated $12.3M sold.

Based on aggregated 13F filings for Q2 2017.