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Vanguard Long-Term Corporate Bond ETF

188 hedge funds and large institutions have $2.65B invested in Vanguard Long-Term Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 81 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more call options, than puts

Call options by funds: $3.78M | Put options by funds: $983K

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

69% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 48

38% more funds holding in top 10

Funds holding in top 10: 1318 (+5)

25% more capital invested

Capital invested by funds: $2.13B → $2.65B (+$528M)

6% more funds holding

Funds holding: 178188 (+10)

2.59% more ownership

Funds ownership: 48.09%50.69% (+2.6%)

Holders
188
Holders Change
+10
Holders Change %
+5.62%
% of All Funds
3.79%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.36%
New
25
Increased
81
Reduced
48
Closed
12
Calls
$3.78M
Puts
$983K
Net Calls
+$2.79M
Net Calls Change
+$1.89M
Name Holding Trade Value Shares
Change
Change in
Stake
DILIC
1
Dai-ichi Life Insurance Company
Japan
$328M +$141M +1,289,994 +72%
Vanguard Group
2
Vanguard Group
Pennsylvania
$247M +$62M +567,302 +33%
Wells Fargo
3
Wells Fargo
California
$239M +$4.49M +41,068 +2%
MYLI
4
Meiji Yasuda Life Insurance
Japan
$198M +$202M +1,850,000 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$173M +$4.77M +43,672 +3%
Bank of America
6
Bank of America
North Carolina
$141M +$21.3M +194,802 +17%
State of Tennessee, Department of Treasury
7
State of Tennessee, Department of Treasury
Tennessee
$140M
AIMU
8
Allianz Investment Management US
Minnesota
$134M
Charles Schwab
9
Charles Schwab
California
$71.2M +$1.14M +10,405 +2%
UBS Group
10
UBS Group
Switzerland
$57M -$711K -6,511 -1%
KCMRT
11
Kemper Corp Master Retirement Trust
Illinois
$52.8M
DDSF
12
Diana Davis Spencer Foundation
Maryland
$49.3M
Nisa Investment Advisors
13
Nisa Investment Advisors
Missouri
$45.9M +$14.5M +132,505 +45%
Ameriprise
14
Ameriprise
Minnesota
$41.8M +$36.6M +334,644 +591%
NI
15
NYL Investors
New York
$40M +$98.3K +900 +0.2%
Morgan Stanley
16
Morgan Stanley
New York
$37M -$5.6M -51,238 -13%
Barclays
17
Barclays
United Kingdom
$33.1M +$22.9M +210,000 +210%
State Street
18
State Street
Massachusetts
$32.4M +$1.44M +13,159 +5%
LPL Financial
19
LPL Financial
California
$29.4M -$3.44M -31,509 -10%
RIG
20
RiverFront Investment Group
Virginia
$28.2M +$613K +5,612 +2%
NAM
21
Nationwide Asset Management
Ohio
$23.7M
Mirae Asset Global Investments
22
Mirae Asset Global Investments
South Korea
$23.2M +$13.4M +122,400 +130%
Goldman Sachs
23
Goldman Sachs
New York
$21.7M +$4.54M +41,527 +26%
USAA
24
United Services Automobile Association
Texas
$21M
MIM
25
Morningstar Investment Management
Illinois
$18.9M +$14.3M +130,739 +285%

VCLT Hedge Fund Activity: Q3 2020 in Review

188 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Corporate Bond ETF (VCLT) for Q3 2020, worth a combined $2.65B — up 25% from $2.13B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new VCLT positions and 12 closed out — a net gain of 13 holders — while 81 added to existing stakes and 48 trimmed.

The largest buyer was Meiji Yasuda Life Insurance, opening a new position worth an estimated $202M. The largest seller was Integrated Wealth Concepts, exiting entirely with an estimated $30.2M sold.

  • 188 institutional investors held Vanguard Long-Term Corporate Bond ETF (VCLT) as of Q3 2020, up from 178 in Q2 2020.
  • Funds reported $2.65B of Vanguard Long-Term Corporate Bond ETF stock for Q3 2020, up 25% quarter-over-quarter.
  • 25 funds opened new Vanguard Long-Term Corporate Bond ETF positions in Q3 2020 and 12 closed out, a net change of +13 holders.
  • The largest Vanguard Long-Term Corporate Bond ETF buyer in Q3 2020 was Meiji Yasuda Life Insurance, an estimated $202M added.
  • The largest Vanguard Long-Term Corporate Bond ETF seller in Q3 2020 was Integrated Wealth Concepts, an estimated $30.2M sold.

Based on aggregated 13F filings for Q3 2020.