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Vanguard Long-Term Corporate Bond ETF

224 hedge funds and large institutions have $4.05B invested in Vanguard Long-Term Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 95 increasing their positions, 54 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 54

29% more call options, than puts

Call options by funds: $5.29M | Put options by funds: $4.09M

19% more capital invested

Capital invested by funds: $3.4B → $4.05B (+$649M)

13% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 30

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

0% more funds holding

Funds holding: 223224 (+1)

1.43% less ownership

Funds ownership: 72.32%70.89% (-1.4%)

Holders
224
Holders Change
+1
Holders Change %
+0.45%
% of All Funds
3.57%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.29%
New
34
Increased
95
Reduced
54
Closed
30
Calls
$5.29M
Puts
$4.09M
Net Calls
+$1.2M
Net Calls Change
-$6.43M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$332M +$22.6M +286,622 +7%
Bank of America
2
Bank of America
North Carolina
$260M -$3.13M -39,725 -1%
DILIC
3
Dai-ichi Life Insurance Company
Japan
$248M +$1.84M +23,322 +0.8%
MYLI
4
Meiji Yasuda Life Insurance
Japan
$226M
State of Tennessee, Department of Treasury
5
State of Tennessee, Department of Treasury
Tennessee
$204M
AIMU
6
Allianz Investment Management US
Minnesota
$193M +$4.54M +57,500 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$149M +$61.4M +777,955 +72%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$139M +$10M +126,908 +8%
LMIM
9
Lockheed Martin Investment Management
Maryland
$138M +$134M +1,698,200 +4,852%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$128M +$5.1M +64,639 +4%
BlackRock
11
BlackRock
New York
$118M +$53.4M +676,884 +84%
Morgan Stanley
12
Morgan Stanley
New York
$113M +$21.6M +274,368 +24%
Wells Fargo
13
Wells Fargo
California
$99.9M +$47.2M +598,939 +92%
NI
14
NYL Investors
New York
$98.5M +$331K +4,200 +0.3%
Truist Financial
15
Truist Financial
North Carolina
$92.2M +$4.46M +56,510 +5%
KCMRT
16
Kemper Corp Master Retirement Trust
Illinois
$83.6M +$4.4M +55,796 +6%
WA
17
WestEnd Advisors
North Carolina
$80.8M -$73.4M -930,367 Closed
Jane Street
18
Jane Street
New York
$75.3M +$44.1M +558,989 +145%
RJA
19
Raymond James & Associates
Florida
$74M +$9.7M +122,920 +15%
Canada Pension Plan Investment Board
20
Canada Pension Plan Investment Board
Ontario, Canada
$68.6M +$63.1M +800,000 +1,333%
Ameriprise
21
Ameriprise
Minnesota
$65.6M -$2.65M -33,581 -4%
JP Morgan Chase
22
JP Morgan Chase
New York
$57.6M +$52.2M +661,939 +1,087%
Allspring Global Investments
23
Allspring Global Investments
North Carolina
$55.8M -$5.77M -73,124 -9%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$49.5M
1832 Asset Management
25
1832 Asset Management
Ontario, Canada
$46.5M +$332K +4,207 +0.7%

VCLT Hedge Fund Activity: Q1 2023 in Review

224 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Corporate Bond ETF (VCLT) for Q1 2023, worth a combined $4.05B — up 19% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new VCLT positions and 30 closed out — a net gain of 4 holders — while 95 added to existing stakes and 54 trimmed.

The largest buyer was Lockheed Martin Investment Management, adding an estimated $134M. The largest seller was Johns Hopkins University, cutting an estimated $106M.

  • 224 institutional investors held Vanguard Long-Term Corporate Bond ETF (VCLT) as of Q1 2023, up from 223 in Q4 2022.
  • Funds reported $4.05B of Vanguard Long-Term Corporate Bond ETF stock for Q1 2023, up 19% quarter-over-quarter.
  • 34 funds opened new Vanguard Long-Term Corporate Bond ETF positions in Q1 2023 and 30 closed out, a net change of +4 holders.
  • The largest Vanguard Long-Term Corporate Bond ETF buyer in Q1 2023 was Lockheed Martin Investment Management, an estimated $134M added.
  • The largest Vanguard Long-Term Corporate Bond ETF seller in Q1 2023 was Johns Hopkins University, an estimated $106M sold.

Based on aggregated 13F filings for Q1 2023.