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Vanguard Short-Term Corporate Bond ETF

283 hedge funds and large institutions have $3.45B invested in Vanguard Short-Term Corporate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 123 increasing their positions, 90 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

37% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 90

10% more capital invested

Capital invested by funds: $3.13B → $3.45B (+$321M)

4% more funds holding

Funds holding: 271283 (+12)

7% less funds holding in top 10

Funds holding in top 10: 4340 (-3)

Holders
283
Holders Change
+12
Holders Change %
+4.43%
% of All Funds
8.13%
Holding in Top 10
40
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.98%
% of All Funds
1.15%
New
36
Increased
123
Reduced
90
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
76
First Trust Advisors
Illinois
$5.73M +$114K +1,424 +2%
VNB
77
Valley National Bancorp
New York
$5.59M +$1.71M +21,329 +44%
CWM
78
Cabot Wealth Management
Massachusetts
$5.48M -$37.5K -468 -0.7%
RIG
79
RiverFront Investment Group
Virginia
$5.45M -$140K -1,746 -3%
JP Morgan Chase
80
JP Morgan Chase
New York
$5.24M +$1.47M +18,372 +39%
SI
81
SII Investments
Wisconsin
$4.99M +$4.98M +62,073 New
FAAS
82
First Allied Advisory Services
California
$4.95M +$859K +10,709 +21%
HK
83
Horizon Kinetics
New York
$4.9M +$4.55M +56,700 +1,318%
RH
84
Rayner & Haynor
California
$4.84M +$225K +2,800 +5%
FIM
85
Freedom Investment Management
Connecticut
$4.66M -$98.7K -1,230 -2%
BTW
86
Boston Trust Walden
Massachusetts
$4.66M +$485K +6,050 +12%
CFS
87
Community Financial System
New York
$4.45M +$121K +1,512 +3%
Creative Planning
88
Creative Planning
Kansas
$4.45M +$533K +6,642 +14%
MFS
89
MSI Financial Services
Massachusetts
$4.43M +$283K +3,528 +7%
SC
90
Stratford Consulting
Texas
$4.42M -$3.11M -38,753 -41%
DMS
91
Discretionary Management Services
Kansas
$4.35M -$3.81M -47,530 -47%
CS
92
Credit Suisse
Switzerland
$4.33M +$3.18M +39,680 +278%
JIR
93
James Investment Research
Ohio
$4.31M
HC
94
Highmount Capital
New York
$4.28M -$67K -835 -2%
HR
95
Howe & Rusling
New York
$4.13M +$4.12M +51,354 New
BCM
96
Blume Capital Management
California
$4.07M +$699K +8,710 +21%
PFM
97
Phillips Financial Management
Indiana
$3.98M +$383K +4,774 +11%
CP
98
Camelot Portfolios
Ohio
$3.96M +$69.5K +866 +2%
CCT
99
Country Club Trust
Missouri
$3.9M -$37.5K -468 -1%
BCMO
100
Buckingham Capital Management (Ohio)
Ohio
$3.87M -$4.3M -53,575 -53%

VCSH Hedge Fund Activity: Q2 2014 in Review

283 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Corporate Bond ETF (VCSH) for Q2 2014, worth a combined $3.45B — up 10% from $3.13B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new VCSH positions and 23 closed out — a net gain of 13 holders — while 123 added to existing stakes and 90 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $83.4M. The largest seller was Madison Investment Holdings, exiting entirely with an estimated $63.4M sold.

  • 283 institutional investors held Vanguard Short-Term Corporate Bond ETF (VCSH) as of Q2 2014, up from 271 in Q1 2014.
  • Funds reported $3.45B of Vanguard Short-Term Corporate Bond ETF stock for Q2 2014, up 10% quarter-over-quarter.
  • 36 funds opened new Vanguard Short-Term Corporate Bond ETF positions in Q2 2014 and 23 closed out, a net change of +13 holders.
  • The largest Vanguard Short-Term Corporate Bond ETF buyer in Q2 2014 was Franklin Resources, an estimated $83.4M added.
  • The largest Vanguard Short-Term Corporate Bond ETF seller in Q2 2014 was Madison Investment Holdings, an estimated $63.4M sold.

Based on aggregated 13F filings for Q2 2014.