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Vanguard Short-Term Corporate Bond ETF

713 hedge funds and large institutions have $13.4B invested in Vanguard Short-Term Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 296 increasing their positions, 253 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 51

30% more capital invested

Capital invested by funds: $10.3B → $13.4B (+$3.11B)

17% more repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 253

5.09% more ownership

Funds ownership: 50.04%55.14% (+5.1%)

3% more funds holding

Funds holding: 695713 (+18)

1% less funds holding in top 10

Funds holding in top 10: 107106 (-1)

Holders
713
Holders Change
+18
Holders Change %
+2.59%
% of All Funds
15.43%
Holding in Top 10
106
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.93%
% of All Funds
2.29%
New
79
Increased
296
Reduced
253
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BF
501
BOK Financial
Oklahoma
$411K +$406K +5,151 New
AWM
502
AE Wealth Management
Kansas
$408K -$919K -11,656 -69%
AI
503
Atria Investments
North Carolina
$403K -$171K -2,169 -30%
KCPG
504
Kavar Capital Partners Group
Kansas
$399K
NFG
505
NewFocus Financial Group
Washington
$399K
Fiera Capital (Canada)
506
Fiera Capital (Canada)
Quebec, Canada
$399K +$14K +178 +4%
NNP
507
Nachman Norwood & Parrott
South Carolina
$396K
EWM
508
Evermay Wealth Management
Virginia
$390K +$39.4K +500 +11%
LA
509
LexAurum Advisors
Kansas
$387K +$84.3K +1,070 +28%
SWPG
510
Strategic Wealth Partners Group
Illinois
$385K -$203K -2,580 -35%
M
511
MOTCO
Texas
$384K +$13.5K +171 +4%
CHJWM
512
Carlton Hofferkamp & Jenks Wealth Management
Texas
$383K
VA
513
Valmark Advisers
Ohio
$380K +$25.6K +325 +7%
KFC
514
Klingenstein Fields & Co
New York
$377K
AA
515
Advisory Alpha
Michigan
$375K +$371K +4,707 New
RIA
516
Realta Investment Advisors
Delaware
$372K +$366K +4,645 New
DSC
517
Duncker Streett & Co
Missouri
$369K +$315 +4 +0.1%
NDSI
518
Newman Dignan & Sheerar Inc
Rhode Island
$367K +$1.1K +14 +0.3%
FCA
519
FinTrust Capital Advisors
South Carolina
$366K -$790K -10,021 -69%
AWM
520
Altium Wealth Management
New York
$366K +$2.37K +30 +0.7%
CWM
521
Cornerstone Wealth Management
Missouri
$365K -$1.81K -23 -0.6%
HNB
522
Huntington National Bank
Ohio
$363K
NAS
523
Nicolet Advisory Services
Wisconsin
$359K +$355K +4,505 New
MA
524
MUFG Americas
New York
$355K
BOTW
525
Bank of the West
California
$353K -$43.3K -549 -11%

VCSH Hedge Fund Activity: Q1 2019 in Review

713 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Corporate Bond ETF (VCSH) for Q1 2019, worth a combined $13.4B — up 30% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new VCSH positions and 51 closed out — a net gain of 28 holders — while 296 added to existing stakes and 253 trimmed.

The largest buyer was Bank of America, adding an estimated $3.21B. The largest seller was JP Morgan Chase, cutting an estimated $160M.

  • 713 institutional investors held Vanguard Short-Term Corporate Bond ETF (VCSH) as of Q1 2019, up from 695 in Q4 2018.
  • Funds reported $13.4B of Vanguard Short-Term Corporate Bond ETF stock for Q1 2019, up 30% quarter-over-quarter.
  • 79 funds opened new Vanguard Short-Term Corporate Bond ETF positions in Q1 2019 and 51 closed out, a net change of +28 holders.
  • The largest Vanguard Short-Term Corporate Bond ETF buyer in Q1 2019 was Bank of America, an estimated $3.21B added.
  • The largest Vanguard Short-Term Corporate Bond ETF seller in Q1 2019 was JP Morgan Chase, an estimated $160M sold.

Based on aggregated 13F filings for Q1 2019.