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Vanguard Short-Term Corporate Bond ETF

1,239 hedge funds and large institutions have $25.5B invested in Vanguard Short-Term Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 469 increasing their positions, 527 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

441% more call options, than puts

Call options by funds: $1.57M | Put options by funds: $290K

0.06% less ownership

Funds ownership: 68.12%68.05% (-0.06%)

4% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 98

3% less funds holding

Funds holding: 1,2781,239 (-39)

5% less funds holding in top 10

Funds holding in top 10: 194185 (-9)

11% less repeat investments, than reductions

Existing positions increased: 469 | Existing positions reduced: 527

17% less capital invested

Capital invested by funds: $30.6B → $25.5B (-$5.11B)

Holders
1,239
Holders Change
-39
Holders Change %
-3.05%
% of All Funds
19.75%
Holding in Top 10
185
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-4.64%
% of All Funds
2.95%
New
94
Increased
469
Reduced
527
Closed
98
Calls
$1.57M
Puts
$290K
Net Calls
+$1.28M
Net Calls Change
-$5.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
401
Luther King Capital Management (LKCM)
Texas
$4.73M
SIM
402
Studio Investment Management
Illinois
$4.72M -$1.89M -24,904 -29%
US Bancorp
403
US Bancorp
Minnesota
$4.71M +$145K +1,918 +3%
ZF
404
Zhang Financial
Michigan
$4.7M -$1.68M -22,164 -26%
FIM
405
Freedom Investment Management
Connecticut
$4.67M +$1.02M +13,497 +28%
TC
406
TAGStone Capital
North Carolina
$4.66M +$393K +5,194 +9%
SF
407
Synovus Financial
Georgia
$4.65M -$335K -4,426 -7%
PF
408
Phoenix Financial
Israel
$4.64M +$2.61M +34,481 +130%
SC
409
Scotia Capital
Ontario, Canada
$4.59M -$39.9K -527 -0.9%
LW
410
Linscomb Wealth
Texas
$4.56M -$315K -4,156 -6%
LRIA
411
Leonard Rickey Investment Advisors
Washington
$4.52M +$188K +2,483 +4%
PFA
412
Pure Financial Advisors
California
$4.49M -$194K -2,560 -4%
AC
413
Abbrea Capital
California
$4.45M -$72.2K -953 -2%
JFA
414
JNBA Financial Advisors
Minnesota
$4.41M +$1.75M +23,097 +66%
BCA
415
Bay Colony Advisors
Massachusetts
$4.4M -$1.33M -17,604 -23%
EAM
416
Eukles Asset Management
Ohio
$4.4M +$46.6K +615 +1%
JIR
417
James Investment Research
Ohio
$4.39M -$245K -3,231 -5%
SIA
418
Soltis Investment Advisors
Utah
$4.34M -$337K -4,456 -7%
LFASL
419
Lugano Financial Advisors SA (LFA)
Switzerland
$4.34M -$3.9M -51,544 -48%
VCM
420
Virtue Capital Management
Tennessee
$4.33M +$325K +4,285 +8%
SP
421
Saranac Partners
$4.32M +$2.28M +30,080 +113%
FIB
422
First Interstate Bank
Montana
$4.26M -$73.2M -966,072 -95%
CFA
423
Cahill Financial Advisors
Minnesota
$4.24M +$130K +1,721 +3%
TIM
424
Tortoise Investment Management
New York
$4.23M -$979K -12,932 -19%
Lido Advisors
425
Lido Advisors
California
$4.2M -$446K -5,892 -10%

VCSH Hedge Fund Activity: Q1 2023 in Review

1,239 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Corporate Bond ETF (VCSH) for Q1 2023, worth a combined $25.5B — down 17% from $30.6B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of VCSH and 94 opened new positions — a net loss of 4 holders — while 527 trimmed existing stakes and 469 added.

The largest buyer was American Family Insurance Mutual Holding, adding an estimated $184M. The largest seller was JP Morgan Chase, cutting an estimated $763M.

  • 1,239 institutional investors held Vanguard Short-Term Corporate Bond ETF (VCSH) as of Q1 2023, down from 1,278 in Q4 2022.
  • Funds reported $25.5B of Vanguard Short-Term Corporate Bond ETF stock for Q1 2023, down 17% quarter-over-quarter.
  • 94 funds opened new Vanguard Short-Term Corporate Bond ETF positions in Q1 2023 and 98 closed out, a net change of -4 holders.
  • The largest Vanguard Short-Term Corporate Bond ETF buyer in Q1 2023 was American Family Insurance Mutual Holding, an estimated $184M added.
  • The largest Vanguard Short-Term Corporate Bond ETF seller in Q1 2023 was JP Morgan Chase, an estimated $763M sold.

Based on aggregated 13F filings for Q1 2023.