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Vanguard Short-Term Corporate Bond ETF

1,225 hedge funds and large institutions have $24.4B invested in Vanguard Short-Term Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 442 increasing their positions, 538 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

938% more call options, than puts

Call options by funds: $2.46M | Put options by funds: $237K

1.9% more ownership

Funds ownership: 68.05%69.96% (+1.9%)

4% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 98

4% less capital invested

Capital invested by funds: $25.5B → $24.4B (-$1.13B)

1% less funds holding

Funds holding: 1,2391,225 (-14)

10% less funds holding in top 10

Funds holding in top 10: 185166 (-19)

18% less repeat investments, than reductions

Existing positions increased: 442 | Existing positions reduced: 538

Holders
1,225
Holders Change
-14
Holders Change %
-1.13%
% of All Funds
19.23%
Holding in Top 10
166
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-10.27%
% of All Funds
2.61%
New
94
Increased
442
Reduced
538
Closed
98
Calls
$2.46M
Puts
$237K
Net Calls
+$2.22M
Net Calls Change
+$942K
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
1126
GPS Wealth Strategies Group
Colorado
$76.1K +$532 +7 +0.7%
HCM
1127
Highlander Capital Management
New Jersey
$76K +$76K +1,000 New
LF
1128
Lee Financial
Texas
$75.7K
WIM
1129
Westside Investment Management
California
$75.7K
VAG
1130
VisionPoint Advisory Group
Texas
$75.5K +$75.8K +998 New
Toronto Dominion Bank
1131
Toronto Dominion Bank
Ontario, Canada
$73K -$76M -1,000,000 -100%
WB
1132
Webster Bank
Connecticut
$70.2K
CAL
1133
Capital Advisors Ltd
Ohio
$69K -$159K -2,097 -70%
CAM
1134
Chesapeake Asset Management
New York
$68.2K +$25.3K +333 +59%
EWP
1135
Elevation Wealth Partners
California
$66.7K +$304 +4 +0.5%
TCA
1136
Trifecta Capital Advisors
Illinois
$66.7K
FGAM
1137
Financial Gravity Asset Management
Texas
$66.5K +$3.42K +45 +59%
TSWM
1138
Tyler-Stone Wealth Management
Ohio
$66K +$66.3K +873 New
JWA
1139
JFS Wealth Advisors
Pennsylvania
$63.9K
GFL
1140
Granite FO LLC
New Hampshire
$63.3K
DAM
1141
Delta Asset Management
Tennessee
$62.5K
BWL
1142
Bogart Wealth LLC
Virginia
$62.4K +$3.8K +50 +6%
BWP
1143
Baldwin Wealth Partners
Massachusetts
$62K -$21.5K -283 -26%
RFA
1144
Resurgent Financial Advisors
Georgia
$61.9K
FFA
1145
Founders Financial Alliance
North Carolina
$61.8K +$62.1K +817 New
FDCDDQ
1146
Federation des caisses Desjardins du Quebec
Quebec, Canada
$61.1K
PCMC
1147
Private Capital Management (Colorado)
Colorado
$60.9K -$16.2K -213 -21%
SWM
1148
Sanctuary Wealth Management
Idaho
$60.8K +$61.1K +804 New
FMTCOCP
1149
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$58K -$65K -855 -53%
CHA
1150
Carmichael Hill & Associates
Maryland
$56.7K -$61.4K -808 -52%

VCSH Hedge Fund Activity: Q2 2023 in Review

1,225 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Corporate Bond ETF (VCSH) for Q2 2023, worth a combined $24.4B — down 4.4% from $25.5B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of VCSH and 94 opened new positions — a net loss of 4 holders — while 538 trimmed existing stakes and 442 added.

The largest buyer was JP Morgan Chase, adding an estimated $247M. The largest seller was Bank of America, cutting an estimated $533M.

  • 1,225 institutional investors held Vanguard Short-Term Corporate Bond ETF (VCSH) as of Q2 2023, down from 1,239 in Q1 2023.
  • Funds reported $24.4B of Vanguard Short-Term Corporate Bond ETF stock for Q2 2023, down 4.4% quarter-over-quarter.
  • 94 funds opened new Vanguard Short-Term Corporate Bond ETF positions in Q2 2023 and 98 closed out, a net change of -4 holders.
  • The largest Vanguard Short-Term Corporate Bond ETF buyer in Q2 2023 was JP Morgan Chase, an estimated $247M added.
  • The largest Vanguard Short-Term Corporate Bond ETF seller in Q2 2023 was Bank of America, an estimated $533M sold.

Based on aggregated 13F filings for Q2 2023.