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Vanguard Long-Term Corporate Bond ETF

119 hedge funds and large institutions have $819M invested in Vanguard Long-Term Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 24

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

9% more capital invested

Capital invested by funds: $748M → $819M (+$70.7M)

6% more funds holding

Funds holding: 112119 (+7)

1.13% more ownership

Funds ownership: 37.67%38.8% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
119
Holders Change
+7
Holders Change %
+6.25%
% of All Funds
2.97%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
20
Increased
56
Reduced
24
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WI
1
WBI Investments
New Jersey
$91.5M -$7.98M -85,229 -8%
Wells Fargo
2
Wells Fargo
California
$76.4M +$19.2M +205,483 +34%
State of Tennessee, Department of Treasury
3
State of Tennessee, Department of Treasury
Tennessee
$59.9M +$3.47M +37,100 +6%
Bank of America
4
Bank of America
North Carolina
$59.2M +$3.84M +41,035 +7%
NYLIM
5
New York Life Investment Management
New York
$37.6M +$365K +3,900 +1%
USAA
6
United Services Automobile Association
Texas
$37.4M
Stifel Financial
7
Stifel Financial
Missouri
$31.6M +$251K +2,677 +0.8%
Ameriprise
8
Ameriprise
Minnesota
$30.8M +$2.16M +23,105 +8%
LMGAM
9
Liberty Mutual Group Asset Management
Massachusetts
$29.7M
DDSF
10
Diana Davis Spencer Foundation
Maryland
$27.3M
Morgan Stanley
11
Morgan Stanley
New York
$26.7M +$1.44M +15,420 +6%
Nisa Investment Advisors
12
Nisa Investment Advisors
Missouri
$21.8M +$223K +2,380 +1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$18.6M +$10.1M +107,391 +119%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$17.1M +$1.26M +13,413 +8%
UBS Group
15
UBS Group
Switzerland
$15.8M +$9.57M +102,235 +157%
Jane Street
16
Jane Street
New York
$14.2M +$10.3M +109,619 +266%
MIH
17
Madison Investment Holdings
Wisconsin
$14.2M -$1.74M -18,616 -11%
I2I
18
Insight 2811 Inc
Illinois
$13M -$116K -1,237 -0.9%
Allianz Asset Management
19
Allianz Asset Management
Germany
$11.8M +$8.11M +86,624 +225%
UCFA
20
United Capital Financial Advisors
Texas
$10.4M +$10.3M +110,518 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$9.32M +$1.1M +11,793 +14%
AIP
22
Almanack Investment Partners
Pennsylvania
$8.33M +$7.26M +77,599 +715%
LPL Financial
23
LPL Financial
California
$7.79M +$1.38M +14,788 +22%
Goldman Sachs
24
Goldman Sachs
New York
$6.91M -$17.9M -191,002 -72%
OMC
25
Old Mission Capital
Illinois
$6.68M +$6.15M +65,726 +1,259%

VCLT Hedge Fund Activity: Q3 2017 in Review

119 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Corporate Bond ETF (VCLT) for Q3 2017, worth a combined $819M — up 9.5% from $748M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VCLT positions and 12 closed out — a net gain of 8 holders — while 56 added to existing stakes and 24 trimmed.

The largest buyer was Wells Fargo, adding an estimated $19.2M. The largest seller was Goldman Sachs, cutting an estimated $17.9M.

  • 119 institutional investors held Vanguard Long-Term Corporate Bond ETF (VCLT) as of Q3 2017, up from 112 in Q2 2017.
  • Funds reported $819M of Vanguard Long-Term Corporate Bond ETF stock for Q3 2017, up 9.5% quarter-over-quarter.
  • 20 funds opened new Vanguard Long-Term Corporate Bond ETF positions in Q3 2017 and 12 closed out, a net change of +8 holders.
  • The largest Vanguard Long-Term Corporate Bond ETF buyer in Q3 2017 was Wells Fargo, an estimated $19.2M added.
  • The largest Vanguard Long-Term Corporate Bond ETF seller in Q3 2017 was Goldman Sachs, an estimated $17.9M sold.

Based on aggregated 13F filings for Q3 2017.