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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
EAM
601
Evanson Asset Management
California
$373K +$55.2K +681 +17%
MGIA
602
Moneta Group Investment Advisors
Missouri
$371K -$10.9K -134 -3%
MC
603
Miles Capital
Iowa
$370K +$10.5K +130 +3%
BOTW
604
Bank of the West
California
$364K -$221K -2,726 -38%
CWM
605
Cornerstone Wealth Management
Missouri
$364K +$567 +7 +0.2%
VA
606
Valmark Advisers
Ohio
$364K +$2.83K +35 +0.8%
WAS
607
Wealth Advisory Solutions
Indiana
$364K +$364K +4,490 New
GC
608
Grimes & Company
Massachusetts
$357K
RHBC
609
R.H. Bluestein & Co
Michigan
$356K +$76.6K +945 +27%
PAS
610
Park Avenue Securities
New York
$356K +$356K +4,390 New
EP
611
Eudaimonia Partners
Tennessee
$355K +$355K +4,376 New
CRWM
612
Castle Rock Wealth Management
California
$354K +$324 +4 +0.1%
SGAM
613
Stephens Group Asset Management
Arkansas
$352K
VCM
614
Vivaldi Capital Management
Illinois
$349K
NAS
615
Nicolet Advisory Services
Wisconsin
$348K -$18.8K -232 -5%
AA
616
Advisory Alpha
Michigan
$346K +$7.86K +97 +2%
LG
617
Leuthold Group
Minnesota
$344K -$52.3K -646 -13%
CP
618
Cumberland Partners
Ontario, Canada
$344K +$344K +4,250 New
PFA
619
Plotkin Financial Advisors
Maryland
$343K +$343K +4,239 New
AWM
620
Altavista Wealth Management
North Carolina
$342K
HWMG
621
Hurlow Wealth Management Group
Indiana
$333K +$332K +4,097 New
AWM
622
Altium Wealth Management
New York
$332K -$18.6K -229 -5%
TFA
623
TPG Financial Advisors
Oregon
$327K -$279K -3,450 -46%
PP
624
Pacifica Partners
Canada
$324K +$324K +3,997 New
TSS
625
Two Sigma Securities
New York
$324K +$324K +4,002 New

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.