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Vanguard Short-Term Corporate Bond ETF

837 hedge funds and large institutions have $12.4B invested in Vanguard Short-Term Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 316 increasing their positions, 333 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more funds holding in top 10

Funds holding in top 10: 118144 (+26)

18% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 88

1% more funds holding

Funds holding: 831837 (+6)

5% less repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 333

1.05% less ownership

Funds ownership: 55.91%54.86% (-1.1%)

14% less capital invested

Capital invested by funds: $14.4B → $12.4B (-$2.06B)

Holders
837
Holders Change
+6
Holders Change %
+0.72%
% of All Funds
18.44%
Holding in Top 10
144
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+22.03%
% of All Funds
3.17%
New
104
Increased
316
Reduced
333
Closed
88
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$37.4M -$3.08M -38,298 -7%
BRWM
52
B. Riley Wealth Management
Tennessee
$36.2M +$3.65M +45,377 +11%
TWP
53
Total Wealth Planning
Ohio
$35.1M -$3.4M -42,282 -9%
MG
54
Mather Group
Illinois
$34.2M +$1.42M +17,637 +4%
JP Morgan Chase
55
JP Morgan Chase
New York
$34M +$7.06M +87,734 +26%
ACI
56
Alpha Cubed Investments
California
$32.9M +$1.9M +23,681 +6%
KFA
57
Kays Financial Advisory
Georgia
$32M -$567K -7,050 -2%
KSCM
58
King Street Capital Management
New York
$31.6M +$32.2M +400,000 New
CISOA
59
Capital Investment Services of America
Wisconsin
$30.6M +$405K +5,035 +1%
PP
60
PrairieView Partners
Minnesota
$30.4M +$872K +10,841 +3%
HW
61
Hancock Whitney
Mississippi
$30.2M -$966K -12,008 -3%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$29.4M -$5.98M -74,384 -17%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$29M +$11.3M +139,940 +61%
IC
64
Investment Counsel
Michigan
$28.1M -$356K -4,430 -1%
CFMC
65
Curbstone Financial Management Corp
New Hampshire
$26.7M -$97.9K -1,218 -0.4%
Allianz Asset Management
66
Allianz Asset Management
Germany
$26.4M +$5.88M +73,150 +28%
TNBTD
67
Trustmark National Bank Trust Department
Mississippi
$26M -$1.01M -12,548 -4%
G
68
GenTrust
Florida
$25.2M -$603K -7,498 -2%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$25.1M -$1.08M -13,447 -4%
AF
70
Arrow Financial
New York
$25M -$1.03M -12,763 -4%
BWA
71
BDO Wealth Advisors
Florida
$24.1M -$207K -2,576 -0.8%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$24.1M +$130K +1,617 +0.5%
AWM
73
AllSquare Wealth Management
New York
$23.8M -$382K -4,753 -2%
CAN
74
Cetera Advisor Networks
California
$23.3M +$8.88M +110,403 +60%
PFPT
75
Pinnacle Financial Partners (Tennessee)
Tennessee
$23.1M -$3.18M -39,573 -12%

VCSH Hedge Fund Activity: Q1 2020 in Review

837 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Corporate Bond ETF (VCSH) for Q1 2020, worth a combined $12.4B — down 14% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new VCSH positions and 88 closed out — a net gain of 16 holders — while 316 added to existing stakes and 333 trimmed.

The largest buyer was Moore Capital Management, opening a new position worth an estimated $272M. The largest seller was Bank of America, cutting an estimated $1.78B.

  • 837 institutional investors held Vanguard Short-Term Corporate Bond ETF (VCSH) as of Q1 2020, up from 831 in Q4 2019.
  • Funds reported $12.4B of Vanguard Short-Term Corporate Bond ETF stock for Q1 2020, down 14% quarter-over-quarter.
  • 104 funds opened new Vanguard Short-Term Corporate Bond ETF positions in Q1 2020 and 88 closed out, a net change of +16 holders.
  • The largest Vanguard Short-Term Corporate Bond ETF buyer in Q1 2020 was Moore Capital Management, an estimated $272M added.
  • The largest Vanguard Short-Term Corporate Bond ETF seller in Q1 2020 was Bank of America, an estimated $1.78B sold.

Based on aggregated 13F filings for Q1 2020.