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Vanguard Short-Term Corporate Bond ETF

339 hedge funds and large institutions have $4.01B invested in Vanguard Short-Term Corporate Bond ETF in 2015 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 142 increasing their positions, 112 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

27% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 112

2% more funds holding

Funds holding: 331339 (+8)

2% more funds holding in top 10

Funds holding in top 10: 5051 (+1)

3% more capital invested

Capital invested by funds: $3.88B → $4.01B (+$130M)

Holders
339
Holders Change
+8
Holders Change %
+2.42%
% of All Funds
9.14%
Holding in Top 10
51
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2%
% of All Funds
1.37%
New
37
Increased
142
Reduced
112
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EPP
51
ETF Portfolio Partners
Kansas
$14.9M +$649K +8,117 +5%
HK
52
Horizon Kinetics
New York
$14M +$55.9K +699 +0.4%
JIC
53
Johnson Investment Counsel
Ohio
$13.2M -$210K -2,630 -2%
CFMC
54
Curbstone Financial Management Corp
New Hampshire
$11.6M -$188K -2,350 -2%
DMS
55
Discretionary Management Services
Kansas
$11.5M +$455K +5,690 +4%
PPA
56
Parametric Portfolio Associates
Washington
$11.4M -$763K -9,537 -6%
Citigroup
57
Citigroup
New York
$11.2M +$68.5K +857 +0.6%
JP Morgan Chase
58
JP Morgan Chase
New York
$11M +$7.75M +96,938 +238%
KSA
59
Ken Stern & Associates
California
$10.5M +$537K +6,722 +5%
ACM
60
Argentus Capital Management
Texas
$10.4M -$12.9K -161 -0.1%
IAA
61
Ironsides Asset Advisors
North Carolina
$10.1M -$90.5K -1,132 -0.9%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$9.96M -$237K -2,964 -2%
AAM
63
Autus Asset Management
Arizona
$9.82M -$708K -8,857 -7%
LWM
64
LBA Wealth Management
Florida
$9.79M +$754K +9,429 +8%
CT
65
Coastline Trust
Rhode Island
$9.73M -$391K -4,893 -4%
SI
66
SII Investments
Wisconsin
$9.5M +$993K +12,416 +12%
CCG
67
Chatham Capital Group
Georgia
$9.34M +$680K +8,501 +8%
FPIS
68
Financial Planning & Information Services
Wisconsin
$9.02M +$9.06M +113,356 New
PA
69
Pinnacle Associates
New York
$8.89M -$287K -3,587 -3%
SCA
70
Strategic Capital Alternatives
United States
$8.67M -$1.11M -13,896 -11%
Stifel Financial
71
Stifel Financial
Missouri
$8.64M +$888K +11,104 +11%
CC
72
Callan Capital
California
$8.5M +$206K +2,574 +2%
FIM
73
Freedom Investment Management
Connecticut
$8.35M +$1.15M +14,390 +16%
SGAM
74
Steinberg Global Asset Management
Florida
$8.19M +$293K +3,665 +4%
JG
75
Jefferies Group
New York
$8.05M +$8.09M +101,161 New

VCSH Hedge Fund Activity: Q2 2015 in Review

339 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Corporate Bond ETF (VCSH) for Q2 2015, worth a combined $4.01B — up 3.4% from $3.88B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new VCSH positions and 24 closed out — a net gain of 13 holders — while 142 added to existing stakes and 112 trimmed.

The largest buyer was Wells Fargo, adding an estimated $79.2M. The largest seller was AssetMark Inc, cutting an estimated $102M.

  • 339 institutional investors held Vanguard Short-Term Corporate Bond ETF (VCSH) as of Q2 2015, up from 331 in Q1 2015.
  • Funds reported $4.01B of Vanguard Short-Term Corporate Bond ETF stock for Q2 2015, up 3.4% quarter-over-quarter.
  • 37 funds opened new Vanguard Short-Term Corporate Bond ETF positions in Q2 2015 and 24 closed out, a net change of +13 holders.
  • The largest Vanguard Short-Term Corporate Bond ETF buyer in Q2 2015 was Wells Fargo, an estimated $79.2M added.
  • The largest Vanguard Short-Term Corporate Bond ETF seller in Q2 2015 was AssetMark Inc, an estimated $102M sold.

Based on aggregated 13F filings for Q2 2015.