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Vanguard Short-Term Corporate Bond ETF

652 hedge funds and large institutions have $9.9B invested in Vanguard Short-Term Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 297 increasing their positions, 214 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 214

1.38% more ownership

Funds ownership: 45.42%46.81% (+1.4%)

0% more capital invested

Capital invested by funds: $9.89B → $9.9B (+$11M)

7% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 68

2% less funds holding

Funds holding: 664652 (-12)

4% less funds holding in top 10

Funds holding in top 10: 117112 (-5)

Holders
652
Holders Change
-12
Holders Change %
-1.81%
% of All Funds
14.94%
Holding in Top 10
112
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.27%
% of All Funds
2.57%
New
63
Increased
297
Reduced
214
Closed
68
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LGWM
701
Litman Gregory Wealth Management
California
-$241 -3,035 Closed
KC
702
KHP Capital
Oklahoma
-$238K -2,999 Closed
CA
703
Calton & Associates
Florida
-$235K -2,976 Closed
RCA
704
Rowland Carmichael Advisors
Arizona
-$230K -2,900 Closed
FG
705
Fiduciary Group
Georgia
-$210K -2,650 Closed
WIA
706
Wealthstreet Investment Advisors
Texas
-$209K -2,635 Closed
LPT
707
Legacy Private Trust
Wisconsin
-$207K -2,608 Closed
JIC
708
JRM Investment Counsel
Nebraska
-$202K -2,541 Closed
BCM
709
Brookstone Capital Management
Illinois
-$201K -2,539 Closed
TFO
710
Tarbox Family Office
California
-$196K -2,469 Closed
SCA
711
Stuart Chaussee & Associates
California
-$95K -1,200 Closed
SPI
712
Santori & Peters Inc
Pennsylvania
-$72K -921 Closed
TFS
713
TrustCore Financial Services
Tennessee
-$53K -673 Closed
KJWM
714
Kiley Juergens Wealth Management
Washington
-$34K -429 Closed
PCA
715
Providence Capital Advisors
North Carolina
-$32K -400 Closed
HWP
716
Hefty Wealth Partners
Indiana
-$14K -182 Closed
LCM
717
Liberty Capital Management
Michigan
-$6K -82 Closed
IWP
718
Icon Wealth Partners
Texas
-$6K -80 Closed
SIS
719
Sound Income Strategies
Florida
-$3K -38 Closed
SP
720
SWS Partners
Ohio
-$3K -33 Closed
RFM
721
Royal Fund Management
Florida
-$2K -32 Closed
TRCT
722
Tower Research Capital (TRC)
New York
-$2K -25 Closed
WA
723
Waverly Advisors
Alabama
-$1K -13 Closed
Financial Engines Advisors
724
Financial Engines Advisors
California
+$394 +5 New

VCSH Hedge Fund Activity: Q1 2018 in Review

652 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Corporate Bond ETF (VCSH) for Q1 2018, worth a combined $9.9B — up 0.11% from $9.89B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of VCSH and 63 opened new positions — a net loss of 5 holders — while 214 trimmed existing stakes and 297 added.

The largest buyer was WBI Investments, opening a new position worth an estimated $124M. The largest seller was Ameriprise, cutting an estimated $156M.

  • 652 institutional investors held Vanguard Short-Term Corporate Bond ETF (VCSH) as of Q1 2018, down from 664 in Q4 2017.
  • Funds reported $9.9B of Vanguard Short-Term Corporate Bond ETF stock for Q1 2018, up 0.11% quarter-over-quarter.
  • 63 funds opened new Vanguard Short-Term Corporate Bond ETF positions in Q1 2018 and 68 closed out, a net change of -5 holders.
  • The largest Vanguard Short-Term Corporate Bond ETF buyer in Q1 2018 was WBI Investments, an estimated $124M added.
  • The largest Vanguard Short-Term Corporate Bond ETF seller in Q1 2018 was Ameriprise, an estimated $156M sold.

Based on aggregated 13F filings for Q1 2018.