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Vanguard Short-Term Corporate Bond ETF

271 hedge funds and large institutions have $3.13B invested in Vanguard Short-Term Corporate Bond ETF in 2014 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 82 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 22

41% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 82

8% more funds holding

Funds holding: 251271 (+20)

5% more funds holding in top 10

Funds holding in top 10: 4143 (+2)

8% less capital invested

Capital invested by funds: $3.41B → $3.13B (-$282M)

Holders
271
Holders Change
+20
Holders Change %
+7.97%
% of All Funds
7.83%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
1.24%
New
43
Increased
116
Reduced
82
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
51
Bluefin Capital Management
New York
$9.4M +$9.38M +117,307 New
PA
52
Pinnacle Associates
New York
$8.56M +$580K +7,251 +7%
LNC
53
Lincoln National Corp
Pennsylvania
$8.46M +$1.04M +12,971 +14%
BPB
54
Badgley, Phelps & Bell
Washington
$8.42M +$469K +5,860 +6%
CT
55
Coastline Trust
Rhode Island
$8.19M +$1.86M +23,300 +29%
BCMO
56
Buckingham Capital Management (Ohio)
Ohio
$8.13M -$5.71M -71,421 -41%
DMS
57
Discretionary Management Services
Kansas
$8.13M -$19.6M -244,612 -71%
Lazard Asset Management
58
Lazard Asset Management
New York
$7.93M
FM
59
Forward Management
California
$7.66M +$556K +6,950 +8%
SC
60
Stratford Consulting
Texas
$7.5M -$505K -6,314 -6%
AAM
61
Autus Asset Management
Arizona
$7.35M +$808K +10,097 +12%
BCI
62
Brinker Capital Investments
Pennsylvania
$6.87M
HFS
63
HL Financial Services
Kentucky
$6.73M +$172K +2,144 +3%
FAAM
64
First Allied Asset Management
California
$6.6M +$150K +1,874 +2%
BWFA
65
Baltimore-Washington Financial Advisors
Maryland
$6.45M -$33.2K -415 -0.5%
CNB
66
City National Bank
California
$6.44M -$1.38M -17,224 -18%
Stifel Financial
67
Stifel Financial
Missouri
$6.42M +$6.42M +80,214 New
CFMC
68
Curbstone Financial Management Corp
New Hampshire
$6.4M +$6.4M +79,975 New
CCG
69
Chatham Capital Group
Georgia
$6.01M +$128K +1,600 +2%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$5.86M +$5.86M +73,226 New
HPBT
71
High Point Bank & Trust
North Carolina
$5.71M -$1.21M -15,165 -18%
PA
72
Parkside Advisors
California
$5.71M +$802K +10,022 +16%
IF
73
IRON Financial
Illinois
$5.62M +$480K +5,998 +9%
First Trust Advisors
74
First Trust Advisors
Illinois
$5.59M -$47.8K -597 -0.8%
RIG
75
RiverFront Investment Group
Virginia
$5.57M -$130M -1,628,899 -96%

VCSH Hedge Fund Activity: Q1 2014 in Review

271 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Corporate Bond ETF (VCSH) for Q1 2014, worth a combined $3.13B — down 8.3% from $3.41B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new VCSH positions and 22 closed out — a net gain of 21 holders — while 116 added to existing stakes and 82 trimmed.

The largest buyer was Saba Capital Management, opening a new position worth an estimated $34.1M. The largest seller was RiverFront Investment Group, cutting an estimated $130M.

  • 271 institutional investors held Vanguard Short-Term Corporate Bond ETF (VCSH) as of Q1 2014, up from 251 in Q4 2013.
  • Funds reported $3.13B of Vanguard Short-Term Corporate Bond ETF stock for Q1 2014, down 8.3% quarter-over-quarter.
  • 43 funds opened new Vanguard Short-Term Corporate Bond ETF positions in Q1 2014 and 22 closed out, a net change of +21 holders.
  • The largest Vanguard Short-Term Corporate Bond ETF buyer in Q1 2014 was Saba Capital Management, an estimated $34.1M added.
  • The largest Vanguard Short-Term Corporate Bond ETF seller in Q1 2014 was RiverFront Investment Group, an estimated $130M sold.

Based on aggregated 13F filings for Q1 2014.