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Vanguard Long-Term Corporate Bond ETF

281 hedge funds and large institutions have $4.73B invested in Vanguard Long-Term Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 89 increasing their positions, 92 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 29

37% more funds holding in top 10

Funds holding in top 10: 1926 (+7)

17% more funds holding

Funds holding: 240281 (+41)

10% more capital invested

Capital invested by funds: $4.32B → $4.73B (+$412M)

5% more call options, than puts

Call options by funds: $7.54M | Put options by funds: $7.2M

3% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 92

3.75% less ownership

Funds ownership: 73.09%69.34% (-3.8%)

Holders
281
Holders Change
+41
Holders Change %
+17.08%
% of All Funds
4.1%
Holding in Top 10
26
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+36.84%
% of All Funds
0.38%
New
72
Increased
89
Reduced
92
Closed
29
Calls
$7.54M
Puts
$7.2M
Net Calls
+$345K
Net Calls Change
-$2.91M
Name Holding Trade Value Shares
Change
Change in
Stake
JHU
1
Johns Hopkins University
Maryland
$512M +$99.8M +1,355,900 +27%
Morgan Stanley
2
Morgan Stanley
New York
$476M +$301M +4,083,955 +220%
Vanguard Group
3
Vanguard Group
Pennsylvania
$310M -$4.66M -63,285 -2%
State of Tennessee, Department of Treasury
4
State of Tennessee, Department of Treasury
Tennessee
$275M -$228M -3,098,531 -47%
Bank of America
5
Bank of America
North Carolina
$273M -$62.2M -844,836 -20%
MYLI
6
Meiji Yasuda Life Insurance
Japan
$227M
AIMU
7
Allianz Investment Management US
Minnesota
$194M
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$185M +$3.27M +44,437 +2%
DILIC
9
Dai-ichi Life Insurance Company
Japan
$176M -$495K -6,721 -0.3%
AIA
10
Angeles Investment Advisors
California
$138M +$126M +1,718,000 New
BNP Paribas Financial Markets
11
BNP Paribas Financial Markets
France
$111M +$96.9M +1,317,500 +2,134%
Wells Fargo
12
Wells Fargo
California
$97.9M -$19.7M -267,114 -18%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$94.4M -$58.7M -797,102 -40%
Ameriprise
14
Ameriprise
Minnesota
$81.2M -$3.24M -44,000 -4%
UBS Group
15
UBS Group
Switzerland
$67.7M +$25M +339,978 +67%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$65.3M -$63.1M -856,931 -51%
Allspring Global Investments
17
Allspring Global Investments
North Carolina
$57.7M -$1.66M -22,532 -3%
DMC
18
DSC Meridian Capital
New York
$56.1M +$51.5M +699,548 New
AP
19
Agilis Partners
Massachusetts
$56.1M +$28.1M +381,462 +120%
Truist Financial
20
Truist Financial
North Carolina
$54.3M -$40.8M -555,049 -45%
NI
21
NYL Investors
New York
$47.9M -$48.8M -663,100 -53%
Nisa Investment Advisors
22
Nisa Investment Advisors
Missouri
$44.1M -$146K -1,990 -0.4%
RJA
23
Raymond James & Associates
Florida
$43.3M -$35.2M -478,337 -47%
WA
24
WestEnd Advisors
North Carolina
$41.8M -$42.5M -577,053 -53%
CI
25
Conning Inc
Connecticut
$38.4M

VCLT Hedge Fund Activity: Q4 2023 in Review

281 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Long-Term Corporate Bond ETF (VCLT) for Q4 2023, worth a combined $4.73B — up 9.5% from $4.32B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new VCLT positions and 29 closed out — a net gain of 43 holders — while 89 added to existing stakes and 92 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $301M. The largest seller was State of Tennessee, Department of Treasury, cutting an estimated $228M.

  • 281 institutional investors held Vanguard Long-Term Corporate Bond ETF (VCLT) as of Q4 2023, up from 240 in Q3 2023.
  • Funds reported $4.73B of Vanguard Long-Term Corporate Bond ETF stock for Q4 2023, up 9.5% quarter-over-quarter.
  • 72 funds opened new Vanguard Long-Term Corporate Bond ETF positions in Q4 2023 and 29 closed out, a net change of +43 holders.
  • The largest Vanguard Long-Term Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $301M added.
  • The largest Vanguard Long-Term Corporate Bond ETF seller in Q4 2023 was State of Tennessee, Department of Treasury, an estimated $228M sold.

Based on aggregated 13F filings for Q4 2023.