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Vanguard Short-Term Corporate Bond ETF

283 hedge funds and large institutions have $3.45B invested in Vanguard Short-Term Corporate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 123 increasing their positions, 90 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

37% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 90

10% more capital invested

Capital invested by funds: $3.13B → $3.45B (+$321M)

4% more funds holding

Funds holding: 271283 (+12)

7% less funds holding in top 10

Funds holding in top 10: 4340 (-3)

Holders
283
Holders Change
+12
Holders Change %
+4.43%
% of All Funds
8.13%
Holding in Top 10
40
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.98%
% of All Funds
1.15%
New
36
Increased
123
Reduced
90
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIC
26
Clifford Swan Investment Counsel
California
$22.3M +$682K +8,500 +3%
Ameriprise
27
Ameriprise
Minnesota
$21.8M +$2.11M +26,332 +11%
MG
28
Mather Group
Illinois
$21.7M -$17.7M -220,199 -45%
AI
29
Atria Investments
North Carolina
$21.3M +$5M +62,382 +31%
NIM
30
Northeast Investment Management
Massachusetts
$21.1M +$1.38M +17,183 +7%
B
31
Baird
Wisconsin
$18.6M +$3.63M +45,215 +24%
SIC
32
Sigma Investment Counselors
Michigan
$18.4M +$1.17M +14,584 +7%
KFA
33
Kays Financial Advisory
Georgia
$18.3M +$879K +10,953 +5%
WCM
34
Windham Capital Management
Massachusetts
$17.9M +$31.1K +388 +0.2%
RJA
35
Raymond James & Associates
Florida
$16.1M +$376K +4,686 +2%
TCM
36
Twele Capital Management
Minnesota
$15.7M -$48.7K -607 -0.3%
WCWM
37
Wooster Corthell Wealth Management
Connecticut
$15.6M +$100K +1,252 +0.6%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$15.4M -$803K -10,016 -5%
PPA
39
Parametric Portfolio Associates
Washington
$15.2M
BB
40
Busey Bank
Illinois
$15.1M +$667K +8,311 +5%
CNB
41
City National Bank
California
$14.9M +$8.38M +104,415 +130%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$14.4M +$4.8M +59,870 +50%
BHTS
43
Bar Harbor Trust Services
Maine
$13.4M -$2.42M -30,119 -15%
JIC
44
Johnson Investment Counsel
Ohio
$12M +$2.11M +26,365 +21%
BPB
45
Badgley, Phelps & Bell
Washington
$11.7M +$3.24M +40,379 +38%
Deutsche Bank
46
Deutsche Bank
Germany
$11.6M -$97.7K -1,218 -0.8%
EC
47
Estate Counselors
Wisconsin
$11.2M -$97.5K -1,215 -0.9%
HP
48
HT Partners
Connecticut
$11M +$11M +137,392 New
BAAM
49
Baker Avenue Asset Management
California
$10.4M -$6.56M -81,810 -39%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$10.2M +$710K +8,856 +7%

VCSH Hedge Fund Activity: Q2 2014 in Review

283 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Corporate Bond ETF (VCSH) for Q2 2014, worth a combined $3.45B — up 10% from $3.13B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new VCSH positions and 23 closed out — a net gain of 13 holders — while 123 added to existing stakes and 90 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $83.4M. The largest seller was Madison Investment Holdings, exiting entirely with an estimated $63.4M sold.

  • 283 institutional investors held Vanguard Short-Term Corporate Bond ETF (VCSH) as of Q2 2014, up from 271 in Q1 2014.
  • Funds reported $3.45B of Vanguard Short-Term Corporate Bond ETF stock for Q2 2014, up 10% quarter-over-quarter.
  • 36 funds opened new Vanguard Short-Term Corporate Bond ETF positions in Q2 2014 and 23 closed out, a net change of +13 holders.
  • The largest Vanguard Short-Term Corporate Bond ETF buyer in Q2 2014 was Franklin Resources, an estimated $83.4M added.
  • The largest Vanguard Short-Term Corporate Bond ETF seller in Q2 2014 was Madison Investment Holdings, an estimated $63.4M sold.

Based on aggregated 13F filings for Q2 2014.