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Vanguard Short-Term Corporate Bond ETF

271 hedge funds and large institutions have $3.13B invested in Vanguard Short-Term Corporate Bond ETF in 2014 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 82 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 22

41% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 82

8% more funds holding

Funds holding: 251271 (+20)

5% more funds holding in top 10

Funds holding in top 10: 4143 (+2)

8% less capital invested

Capital invested by funds: $3.41B → $3.13B (-$282M)

Holders
271
Holders Change
+20
Holders Change %
+7.97%
% of All Funds
7.83%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
1.24%
New
43
Increased
116
Reduced
82
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NIM
26
Northeast Investment Management
Massachusetts
$19.6M +$19.6M +245,545 New
Ameriprise
27
Ameriprise
Minnesota
$19.5M -$57.5M -718,383 -75%
WCM
28
Windham Capital Management
Massachusetts
$17.8M +$4.62M +57,773 +35%
KFA
29
Kays Financial Advisory
Georgia
$17.3M +$1.18M +14,710 +7%
SIC
30
Sigma Investment Counselors
Michigan
$17.2M +$2.3M +28,710 +15%
BAAM
31
Baker Avenue Asset Management
California
$16.9M +$1.73M +21,589 +11%
WIC
32
Whitegate Investment Counselors
New Hampshire
$16.3M +$16.2M +203,112 New
AI
33
Atria Investments
North Carolina
$16.2M +$759K +9,489 +5%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$16.2M +$4.05M +50,567 +33%
BHTS
35
Bar Harbor Trust Services
Maine
$15.8M -$667K -8,331 -4%
RJA
36
Raymond James & Associates
Florida
$15.7M -$2.41M -30,071 -13%
TCM
37
Twele Capital Management
Minnesota
$15.7M
WCWM
38
Wooster Corthell Wealth Management
Connecticut
$15.4M -$2.32M -28,988 -13%
PPA
39
Parametric Portfolio Associates
Washington
$15M +$158K +1,976 +1%
B
40
Baird
Wisconsin
$14.8M +$2.42M +30,259 +19%
BB
41
Busey Bank
Illinois
$14.3M +$945K +11,813 +7%
Deutsche Bank
42
Deutsche Bank
Germany
$11.7M +$97.4K +1,218 +0.8%
CA
43
Capital Advantage
California
$11.5M -$758K -9,480 -6%
EC
44
Estate Counselors
Wisconsin
$11.3M -$66.4K -830 -0.6%
CFC
45
Coyle Financial Counsel
Illinois
$9.99M +$10M +124,968 New
KIM
46
Karpus Investment Management
New York
$9.98M -$9.15M -114,375 -48%
JIC
47
Johnson Investment Counsel
Ohio
$9.82M +$1.49M +18,565 +18%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$9.58M -$504K -6,296 -5%
GAM
49
Gemmer Asset Management
California
$9.48M +$9.47M +118,345 New
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$9.45M +$381K +4,764 +4%

VCSH Hedge Fund Activity: Q1 2014 in Review

271 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Corporate Bond ETF (VCSH) for Q1 2014, worth a combined $3.13B — down 8.3% from $3.41B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new VCSH positions and 22 closed out — a net gain of 21 holders — while 116 added to existing stakes and 82 trimmed.

The largest buyer was Saba Capital Management, opening a new position worth an estimated $34.1M. The largest seller was RiverFront Investment Group, cutting an estimated $130M.

  • 271 institutional investors held Vanguard Short-Term Corporate Bond ETF (VCSH) as of Q1 2014, up from 251 in Q4 2013.
  • Funds reported $3.13B of Vanguard Short-Term Corporate Bond ETF stock for Q1 2014, down 8.3% quarter-over-quarter.
  • 43 funds opened new Vanguard Short-Term Corporate Bond ETF positions in Q1 2014 and 22 closed out, a net change of +21 holders.
  • The largest Vanguard Short-Term Corporate Bond ETF buyer in Q1 2014 was Saba Capital Management, an estimated $34.1M added.
  • The largest Vanguard Short-Term Corporate Bond ETF seller in Q1 2014 was RiverFront Investment Group, an estimated $130M sold.

Based on aggregated 13F filings for Q1 2014.