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Vanguard Short-Term Corporate Bond ETF

831 hedge funds and large institutions have $14.4B invested in Vanguard Short-Term Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 350 increasing their positions, 225 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

293% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 42

56% more repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 225

18% more funds holding in top 10

Funds holding in top 10: 100118 (+18)

15% more funds holding

Funds holding: 722831 (+109)

2% more capital invested

Capital invested by funds: $14.2B → $14.4B (+$227M)

0.95% less ownership

Funds ownership: 56.86%55.91% (-0.95%)

Holders
831
Holders Change
+109
Holders Change %
+15.1%
% of All Funds
16.37%
Holding in Top 10
118
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18%
% of All Funds
2.33%
New
165
Increased
350
Reduced
225
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AMG
226
Asset Management Group
Connecticut
$5.55M +$3.64M +44,888 +190%
Kovitz Investment Group Partners
227
Kovitz Investment Group Partners
Illinois
$5.52M +$69K +852 +1%
HT
228
Hefren-Tillotson
Pennsylvania
$5.45M +$247K +3,044 +5%
HP
229
HT Partners
Connecticut
$5.45M -$40.8K -504 -0.7%
HFRG
230
Houlihan Financial Resource Group
Virginia
$5.44M +$5.44M +67,132 New
SC
231
Scotia Capital
Ontario, Canada
$5.43M +$1.65M +20,364 +44%
MAS
232
Managed Account Services
Florida
$5.43M +$2.51M +30,938 +86%
FTS
233
Fifth Third Securities
Ohio
$5.43M +$938K +11,575 +21%
PFA
234
Paradigm Financial Advisors
Missouri
$5.36M +$1.06M +13,122 +25%
GP
235
Girard Partners
Pennsylvania
$5.35M +$307K +3,786 +6%
GCA
236
Gradient Capital Advisors
California
$5.32M +$50.9K +628 +1%
Cetera Investment Advisers
237
Cetera Investment Advisers
Illinois
$5.28M +$548K +6,762 +12%
EHC
238
Everett Harris & Co
California
$5.11M +$152K +1,875 +3%
DI
239
DAGCO Inc
Ohio
$5M +$917K +11,325 +22%
IC
240
InterOcean Capital
Illinois
$5M +$3.95M +48,794 +379%
PAG
241
Private Advisory Group
Washington
$4.85M +$4.85M +59,842 New
AIM
242
AMI Investment Management
Indiana
$4.85M +$529K +6,535 +12%
PFM
243
Phillips Financial Management
Indiana
$4.84M +$121K +1,488 +3%
SWM
244
Stockman Wealth Management
Montana
$4.83M +$1.07M +13,185 +28%
BTW
245
Boston Trust Walden
Massachusetts
$4.77M +$215K +2,655 +5%
LRPA
246
L. Roy Papp & Associates
Arizona
$4.63M +$104K +1,287 +2%
IAA
247
Independent Advisor Alliance
North Carolina
$4.61M +$4.61M +56,873 New
BMM
248
Berkshire Money Management
Massachusetts
$4.59M +$2.47M +30,434 +116%
CONA
249
Capital One National Association
New York
$4.58M +$4.58M +56,556 New
LCAM
250
London & Capital Asset Management
United Kingdom
$4.53M +$2.85M +35,210 +170%

VCSH Hedge Fund Activity: Q4 2019 in Review

831 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Corporate Bond ETF (VCSH) for Q4 2019, worth a combined $14.4B — up 1.6% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new VCSH positions and 42 closed out — a net gain of 123 holders — while 350 added to existing stakes and 225 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $58.4M. The largest seller was Ilmarinen Mutual Pension Insurance, exiting entirely with an estimated $102M sold.

  • 831 institutional investors held Vanguard Short-Term Corporate Bond ETF (VCSH) as of Q4 2019, up from 722 in Q3 2019.
  • Funds reported $14.4B of Vanguard Short-Term Corporate Bond ETF stock for Q4 2019, up 1.6% quarter-over-quarter.
  • 165 funds opened new Vanguard Short-Term Corporate Bond ETF positions in Q4 2019 and 42 closed out, a net change of +123 holders.
  • The largest Vanguard Short-Term Corporate Bond ETF buyer in Q4 2019 was Royal Bank of Canada, an estimated $58.4M added.
  • The largest Vanguard Short-Term Corporate Bond ETF seller in Q4 2019 was Ilmarinen Mutual Pension Insurance, an estimated $102M sold.

Based on aggregated 13F filings for Q4 2019.