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Vanguard Long-Term Corporate Bond ETF

240 hedge funds and large institutions have $4.32B invested in Vanguard Long-Term Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 88 increasing their positions, 80 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $8.99M | Put options by funds: $5.74M

10% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 80

4.54% more ownership

Funds ownership: 68.55%73.09% (+4.5%)

2% more capital invested

Capital invested by funds: $4.25B → $4.32B (+$66.9M)

0% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 36

1% less funds holding

Funds holding: 243240 (-3)

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

Holders
240
Holders Change
-3
Holders Change %
-1.23%
% of All Funds
3.81%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.3%
New
36
Increased
88
Reduced
80
Closed
36
Calls
$8.99M
Puts
$5.74M
Net Calls
+$3.25M
Net Calls Change
+$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
State of Tennessee, Department of Treasury
1
State of Tennessee, Department of Treasury
Tennessee
$468M +$276M +3,656,761 +127%
JHU
2
Johns Hopkins University
Maryland
$360M +$373M +4,950,906 +6,307%
Bank of America
3
Bank of America
North Carolina
$305M +$66.8M +886,904 +26%
Vanguard Group
4
Vanguard Group
Pennsylvania
$282M -$80.2M -1,063,801 -21%
MYLI
5
Meiji Yasuda Life Insurance
Japan
$203M
AIMU
6
Allianz Investment Management US
Minnesota
$173M
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$162M +$4.81M +63,838 +3%
DILIC
8
Dai-ichi Life Insurance Company
Japan
$158M -$66.2M -878,016 -28%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$141M +$4.7M +62,315 +3%
Morgan Stanley
10
Morgan Stanley
New York
$133M +$24.8M +328,494 +21%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$120M -$2.91M -38,629 -2%
BlackRock
12
BlackRock
New York
$113M -$1.47M -19,456 -1%
Wells Fargo
13
Wells Fargo
California
$107M -$4.76M -63,220 -4%
NI
14
NYL Investors
New York
$90.3M +$1.37M +18,200 +1%
Truist Financial
15
Truist Financial
North Carolina
$88.2M +$520K +6,900 +0.6%
Jane Street
16
Jane Street
New York
$87.8M +$80.2M +1,064,141 +658%
WA
17
WestEnd Advisors
North Carolina
$78.6M +$423K +5,618 +0.5%
Ameriprise
18
Ameriprise
Minnesota
$75.7M -$1.59M -21,121 -2%
RJA
19
Raymond James & Associates
Florida
$73M +$1.23M +16,282 +2%
Canada Pension Plan Investment Board
20
Canada Pension Plan Investment Board
Ontario, Canada
$61.6M
Allspring Global Investments
21
Allspring Global Investments
North Carolina
$53.1M +$4.85M +64,400 +10%
Nisa Investment Advisors
22
Nisa Investment Advisors
Missouri
$39.5M -$322K -4,275 -0.8%
UBS Group
23
UBS Group
Switzerland
$36.1M +$6.34M +84,090 +20%
CI
24
Conning Inc
Connecticut
$34.3M
DDSF
25
Diana Davis Spencer Foundation
Maryland
$33M

VCLT Hedge Fund Activity: Q3 2023 in Review

240 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Corporate Bond ETF (VCLT) for Q3 2023, worth a combined $4.32B — up 1.6% from $4.25B a quarter earlier.

Fund positioning in VCLT was balanced in Q3 2023: 36 funds opened new positions, 36 closed out, 88 added to existing stakes and 80 trimmed.

The largest buyer was Johns Hopkins University, adding an estimated $373M. The largest seller was Lockheed Martin Investment Management, exiting entirely with an estimated $84.6M sold.

  • 240 institutional investors held Vanguard Long-Term Corporate Bond ETF (VCLT) as of Q3 2023, down from 243 in Q2 2023.
  • Funds reported $4.32B of Vanguard Long-Term Corporate Bond ETF stock for Q3 2023, up 1.6% quarter-over-quarter.
  • 36 funds opened new Vanguard Long-Term Corporate Bond ETF positions in Q3 2023 and 36 closed out, a net change of 0 holders.
  • The largest Vanguard Long-Term Corporate Bond ETF buyer in Q3 2023 was Johns Hopkins University, an estimated $373M added.
  • The largest Vanguard Long-Term Corporate Bond ETF seller in Q3 2023 was Lockheed Martin Investment Management, an estimated $84.6M sold.

Based on aggregated 13F filings for Q3 2023.