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Vanguard Long-Term Corporate Bond ETF

145 hedge funds and large institutions have $1.04B invested in Vanguard Long-Term Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 58 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 9

76% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 33

28% more capital invested

Capital invested by funds: $819M → $1.04B (+$225M)

22% more funds holding

Funds holding: 119145 (+26)

9.43% more ownership

Funds ownership: 38.8%48.23% (+9.4%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
145
Holders Change
+26
Holders Change %
+21.85%
% of All Funds
3.29%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
35
Increased
58
Reduced
33
Closed
9
Calls
$412K
Puts
Net Calls
+$412K
Net Calls Change
+$412K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$87.1M +$26.6M +280,881 +45%
Wells Fargo
2
Wells Fargo
California
$83.8M +$6.01M +63,561 +8%
CSIA
3
Charles Schwab Investment Advisory
California
$76.6M +$75.6M +799,557 New
State of Tennessee, Department of Treasury
4
State of Tennessee, Department of Treasury
Tennessee
$69M +$8.03M +84,900 +13%
WI
5
WBI Investments
New Jersey
$47.6M -$44.9M -475,068 -49%
Goldman Sachs
6
Goldman Sachs
New York
$46.3M +$38.8M +410,070 +559%
NYLIM
7
New York Life Investment Management
New York
$38.2M -$9.46K -100 -0%
USAA
8
United Services Automobile Association
Texas
$38M
Stifel Financial
9
Stifel Financial
Missouri
$34.3M +$2.26M +23,855 +7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$33.8M +$30.9M +326,917 +1,236%
Ameriprise
11
Ameriprise
Minnesota
$33.4M +$2.04M +21,546 +7%
Morgan Stanley
12
Morgan Stanley
New York
$31.2M +$3.99M +42,187 +15%
LMGAM
13
Liberty Mutual Group Asset Management
Massachusetts
$30.2M
DDSF
14
Diana Davis Spencer Foundation
Maryland
$27.8M
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$24.1M +$5.03M +53,221 +27%
Nisa Investment Advisors
16
Nisa Investment Advisors
Missouri
$23.3M +$1.2M +12,700 +5%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$18.3M +$901K +9,520 +5%
UCFA
18
United Capital Financial Advisors
Texas
$15.8M +$5.2M +54,917 +50%
Jane Street
19
Jane Street
New York
$14.1M -$331K -3,495 -2%
I2I
20
Insight 2811 Inc
Illinois
$12.7M -$521K -5,506 -4%
Vanguard Group
21
Vanguard Group
Pennsylvania
$9.58M +$9.46M +100,035 New
AIP
22
Almanack Investment Partners
Pennsylvania
$9.56M +$975K +10,310 +12%
EC
23
Estate Counselors
Wisconsin
$9.38M +$9.01M +95,220 +3,401%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$9.05M +$7.98M +84,324 +828%
MIH
25
Madison Investment Holdings
Wisconsin
$8.96M -$5.38M -56,891 -38%

VCLT Hedge Fund Activity: Q4 2017 in Review

145 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Corporate Bond ETF (VCLT) for Q4 2017, worth a combined $1.04B — up 28% from $819M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new VCLT positions and 9 closed out — a net gain of 26 holders — while 58 added to existing stakes and 33 trimmed.

The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $75.6M. The largest seller was WBI Investments, cutting an estimated $44.9M.

  • 145 institutional investors held Vanguard Long-Term Corporate Bond ETF (VCLT) as of Q4 2017, up from 119 in Q3 2017.
  • Funds reported $1.04B of Vanguard Long-Term Corporate Bond ETF stock for Q4 2017, up 28% quarter-over-quarter.
  • 35 funds opened new Vanguard Long-Term Corporate Bond ETF positions in Q4 2017 and 9 closed out, a net change of +26 holders.
  • The largest Vanguard Long-Term Corporate Bond ETF buyer in Q4 2017 was Charles Schwab Investment Advisory, an estimated $75.6M added.
  • The largest Vanguard Long-Term Corporate Bond ETF seller in Q4 2017 was WBI Investments, an estimated $44.9M sold.

Based on aggregated 13F filings for Q4 2017.