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Vanguard Long-Term Corporate Bond ETF

178 hedge funds and large institutions have $2.13B invested in Vanguard Long-Term Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 63 increasing their positions, 49 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $2.01M | Put options by funds: $1.1M

45% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 29

29% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 49

7% more funds holding

Funds holding: 166178 (+12)

6% more capital invested

Capital invested by funds: $2B → $2.13B (+$126M)

3.21% less ownership

Funds ownership: 51.3%48.09% (-3.2%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
178
Holders Change
+12
Holders Change %
+7.23%
% of All Funds
3.65%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.27%
New
42
Increased
63
Reduced
49
Closed
29
Calls
$2.01M
Puts
$1.1M
Net Calls
+$904K
Net Calls Change
+$16M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$233M +$47.2M +460,958 +27%
DILIC
2
Dai-ichi Life Insurance Company
Japan
$189M +$182M +1,781,636 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$185M +$48.5M +473,741 +37%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$168M +$28.5M +278,743 +21%
State of Tennessee, Department of Treasury
5
State of Tennessee, Department of Treasury
Tennessee
$139M -$5.15M -50,300 -4%
AIMU
6
Allianz Investment Management US
Minnesota
$133M +$52.4M +512,000 +69%
Bank of America
7
Bank of America
North Carolina
$119M +$7.46M +72,926 +7%
Charles Schwab
8
Charles Schwab
California
$69.7M -$2.94M -28,753 -4%
UBS Group
9
UBS Group
Switzerland
$57.4M +$517K +5,055 +0.9%
KCMRT
10
Kemper Corp Master Retirement Trust
Illinois
$52.5M
DDSF
11
Diana Davis Spencer Foundation
Maryland
$49M
Morgan Stanley
12
Morgan Stanley
New York
$42.2M +$5.53M +54,021 +16%
NI
13
NYL Investors
New York
$39.6M +$338K +3,300 +0.9%
LPL Financial
14
LPL Financial
California
$32.6M -$210K -2,051 -0.7%
Nisa Investment Advisors
15
Nisa Investment Advisors
Missouri
$31.6M +$986K +9,636 +3%
State Street
16
State Street
Massachusetts
$30.8M +$29.7M +290,062 New
IWC
17
Integrated Wealth Concepts
Massachusetts
$30.2M +$28.1M +274,951 +3,011%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$28.4M +$23.2M +226,528 +562%
RIG
19
RiverFront Investment Group
Virginia
$27.4M +$26.4M +258,094 New
NAM
20
Nationwide Asset Management
Ohio
$23.4M +$2.97M +29,000 +15%
USAA
21
United Services Automobile Association
Texas
$21M -$3.72M -36,348 -16%
Goldman Sachs
22
Goldman Sachs
New York
$17.2M -$12.3M -120,199 -43%
NL
23
NEPC LLC
Massachusetts
$17.1M
CI
24
Conning Inc
Connecticut
$16.7M +$12.6M +123,209 +362%
AP
25
Agilis Partners
Massachusetts
$16.3M +$6.34M +61,976 +68%

VCLT Hedge Fund Activity: Q2 2020 in Review

178 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Corporate Bond ETF (VCLT) for Q2 2020, worth a combined $2.13B — up 6.3% from $2B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new VCLT positions and 29 closed out — a net gain of 13 holders — while 63 added to existing stakes and 49 trimmed.

The largest buyer was Dai-ichi Life Insurance Company, opening a new position worth an estimated $182M. The largest seller was Prudential plc, exiting entirely with an estimated $333M sold.

  • 178 institutional investors held Vanguard Long-Term Corporate Bond ETF (VCLT) as of Q2 2020, up from 166 in Q1 2020.
  • Funds reported $2.13B of Vanguard Long-Term Corporate Bond ETF stock for Q2 2020, up 6.3% quarter-over-quarter.
  • 42 funds opened new Vanguard Long-Term Corporate Bond ETF positions in Q2 2020 and 29 closed out, a net change of +13 holders.
  • The largest Vanguard Long-Term Corporate Bond ETF buyer in Q2 2020 was Dai-ichi Life Insurance Company, an estimated $182M added.
  • The largest Vanguard Long-Term Corporate Bond ETF seller in Q2 2020 was Prudential plc, an estimated $333M sold.

Based on aggregated 13F filings for Q2 2020.