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Vanguard Short-Term Corporate Bond ETF

1,239 hedge funds and large institutions have $25.5B invested in Vanguard Short-Term Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 469 increasing their positions, 527 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

441% more call options, than puts

Call options by funds: $1.57M | Put options by funds: $290K

0.06% less ownership

Funds ownership: 68.12%68.05% (-0.06%)

4% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 98

3% less funds holding

Funds holding: 1,2781,239 (-39)

5% less funds holding in top 10

Funds holding in top 10: 194185 (-9)

11% less repeat investments, than reductions

Existing positions increased: 469 | Existing positions reduced: 527

17% less capital invested

Capital invested by funds: $30.6B → $25.5B (-$5.11B)

Holders
1,239
Holders Change
-39
Holders Change %
-3.05%
% of All Funds
19.75%
Holding in Top 10
185
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-4.64%
% of All Funds
2.95%
New
94
Increased
469
Reduced
527
Closed
98
Calls
$1.57M
Puts
$290K
Net Calls
+$1.28M
Net Calls Change
-$5.5M
Name Holding Trade Value Shares
Change
Change in
Stake
KF
701
Krilogy Financial
Missouri
$1.23M +$2.42K +32 +0.2%
CAM
702
Chandler Asset Management
California
$1.22M
SI
703
Saxon Interests
Texas
$1.22M +$1.22M +16,061 New
FCMT
704
Founders Capital Management (Texas)
Texas
$1.21M -$32.9K -434 -3%
SM
705
Sweeney & Michel
California
$1.2M +$1.2M +15,879 New
GLR
706
Great Lakes Retirement
Ohio
$1.19M +$1.18M +15,581 New
PFS
707
Prospera Financial Services
Texas
$1.18M -$2.17M -28,641 -65%
First Trust Advisors
708
First Trust Advisors
Illinois
$1.17M -$54.5K -719 -4%
PCG
709
Prosperity Consulting Group
Maryland
$1.17M -$202K -2,664 -15%
IWM
710
IHT Wealth Management
Illinois
$1.16M -$48.8K -645 -4%
NFG
711
Northeast Financial Group
Pennsylvania
$1.16M -$606 -8 -0.1%
FFP
712
Forbes Financial Planning
Rhode Island
$1.15M +$1.15M +15,131 New
CA
713
Calton & Associates
Florida
$1.15M -$80.3K -1,060 -7%
NFG
714
Nations Financial Group
Iowa
$1.15M -$80.7K -1,066 -7%
BCG
715
Breakwater Capital Group
New Jersey
$1.14M -$383K -5,057 -25%
NAM
716
NorthCrest Asset Manangement
Minnesota
$1.13M +$1.13M +14,864 New
MOS
717
MGO One Seven
Ohio
$1.12M -$101K -1,329 -8%
AWE
718
Avidian Wealth Enterprises
Texas
$1.11M +$85.6K +1,130 +8%
BL
719
BFSG LLC
California
$1.1M -$40.7K -538 -4%
LRPA
720
L. Roy Papp & Associates
Arizona
$1.09M -$110K -1,450 -9%
UB
721
UMB Bank
Missouri
$1.09M -$34.4K -454 -3%
EFS
722
Essex Financial Services
Connecticut
$1.08M +$49K +647 +5%
CIM
723
Cambria Investment Management
California
$1.08M +$113K +1,492 +12%
Charles Schwab
724
Charles Schwab
California
$1.08M +$416K +5,490 +61%
HWM
725
Howard Wealth Management
Connecticut
$1.07M -$48.9K -646 -4%

VCSH Hedge Fund Activity: Q1 2023 in Review

1,239 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Corporate Bond ETF (VCSH) for Q1 2023, worth a combined $25.5B — down 17% from $30.6B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of VCSH and 94 opened new positions — a net loss of 4 holders — while 527 trimmed existing stakes and 469 added.

The largest buyer was American Family Insurance Mutual Holding, adding an estimated $184M. The largest seller was JP Morgan Chase, cutting an estimated $763M.

  • 1,239 institutional investors held Vanguard Short-Term Corporate Bond ETF (VCSH) as of Q1 2023, down from 1,278 in Q4 2022.
  • Funds reported $25.5B of Vanguard Short-Term Corporate Bond ETF stock for Q1 2023, down 17% quarter-over-quarter.
  • 94 funds opened new Vanguard Short-Term Corporate Bond ETF positions in Q1 2023 and 98 closed out, a net change of -4 holders.
  • The largest Vanguard Short-Term Corporate Bond ETF buyer in Q1 2023 was American Family Insurance Mutual Holding, an estimated $184M added.
  • The largest Vanguard Short-Term Corporate Bond ETF seller in Q1 2023 was JP Morgan Chase, an estimated $763M sold.

Based on aggregated 13F filings for Q1 2023.