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Vanguard Long-Term Corporate Bond ETF

138 hedge funds and large institutions have $1.44B invested in Vanguard Long-Term Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

31% more capital invested

Capital invested by funds: $1.1B → $1.44B (+$339M)

5% more funds holding

Funds holding: 131138 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

7% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 42

3.09% less ownership

Funds ownership: 47.64%44.55% (-3.1%)

15% less call options, than puts

Call options by funds: $622K | Put options by funds: $732K

Holders
138
Holders Change
+7
Holders Change %
+5.34%
% of All Funds
2.99%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
27
Increased
39
Reduced
42
Closed
20
Calls
$622K
Puts
$732K
Net Calls
-$110K
Net Calls Change
-$519K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$119M -$25.1M -285,706 -18%
Bank of America
2
Bank of America
North Carolina
$118M +$32.7M +372,524 +41%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$114M +$8.17M +93,034 +8%
K
4
Kemper
Illinois
$95.8M +$79.9M +910,000 +667%
Goldman Sachs
5
Goldman Sachs
New York
$91.7M +$80.4M +914,669 +1,048%
CSIA
6
Charles Schwab Investment Advisory
California
$80.8M +$6.05M +68,838 +8%
State of Tennessee, Department of Treasury
7
State of Tennessee, Department of Treasury
Tennessee
$77.2M
PP
8
Prudential plc
United Kingdom
$71.9M +$21M +239,320 +44%
AIMU
9
Allianz Investment Management US
Minnesota
$56.4M
UBS Group
10
UBS Group
Switzerland
$55.8M +$3.49M +39,667 +7%
DDSF
11
Diana Davis Spencer Foundation
Maryland
$42.2M
Vanguard Group
12
Vanguard Group
Pennsylvania
$38.5M +$9.06M +103,138 +32%
UBS AM
13
UBS AM
Illinois
$37.5M -$1.82M -20,754 -5%
Allianz Asset Management
14
Allianz Asset Management
Germany
$36.3M +$19.2M +218,955 +123%
KCMRT
15
Kemper Corp Master Retirement Trust
Illinois
$36.2M -$351K -4,000 -1%
NI
16
NYL Investors
New York
$33M +$132K +1,500 +0.4%
Nisa Investment Advisors
17
Nisa Investment Advisors
Missouri
$31M +$8.79M +100,068 +42%
USAA
18
United Services Automobile Association
Texas
$30.8M
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$23.9M -$680K -7,745 -3%
LPL Financial
20
LPL Financial
California
$20.7M +$4.46M +50,725 +29%
IA
21
IndexIQ Advisors
New York
$20M +$16.5M +188,368 +631%
Morgan Stanley
22
Morgan Stanley
New York
$18.2M +$4.41M +50,188 +34%
BCP
23
Berkeley Capital Partners
Georgia
$14.1M +$492K +5,599 +4%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$9.34M +$8.97M +102,058 New
FNBOO
25
First National Bank of Omaha
Nebraska
$7.94M -$619K -7,042 -8%

VCLT Hedge Fund Activity: Q1 2019 in Review

138 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Corporate Bond ETF (VCLT) for Q1 2019, worth a combined $1.44B — up 31% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new VCLT positions and 20 closed out — a net gain of 7 holders — while 39 added to existing stakes and 42 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $80.4M. The largest seller was Wells Fargo, cutting an estimated $25.1M.

  • 138 institutional investors held Vanguard Long-Term Corporate Bond ETF (VCLT) as of Q1 2019, up from 131 in Q4 2018.
  • Funds reported $1.44B of Vanguard Long-Term Corporate Bond ETF stock for Q1 2019, up 31% quarter-over-quarter.
  • 27 funds opened new Vanguard Long-Term Corporate Bond ETF positions in Q1 2019 and 20 closed out, a net change of +7 holders.
  • The largest Vanguard Long-Term Corporate Bond ETF buyer in Q1 2019 was Goldman Sachs, an estimated $80.4M added.
  • The largest Vanguard Long-Term Corporate Bond ETF seller in Q1 2019 was Wells Fargo, an estimated $25.1M sold.

Based on aggregated 13F filings for Q1 2019.