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Vanguard Short-Term Corporate Bond ETF

831 hedge funds and large institutions have $14.4B invested in Vanguard Short-Term Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 350 increasing their positions, 225 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

293% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 42

56% more repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 225

18% more funds holding in top 10

Funds holding in top 10: 100118 (+18)

15% more funds holding

Funds holding: 722831 (+109)

2% more capital invested

Capital invested by funds: $14.2B → $14.4B (+$227M)

0.95% less ownership

Funds ownership: 56.86%55.91% (-0.95%)

Holders
831
Holders Change
+109
Holders Change %
+15.1%
% of All Funds
16.37%
Holding in Top 10
118
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18%
% of All Funds
2.33%
New
165
Increased
350
Reduced
225
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
101
United Capital Financial Advisors
Texas
$19M +$1.2M +14,830 +7%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$18.6M -$32.4M -399,957 -64%
WP
103
WMS Partners
Maryland
$18.5M +$8.65M +106,803 +88%
AAS
104
Avantax Advisory Services
Texas
$18.4M +$17.5M +216,455 +2,117%
AssetMark Inc
105
AssetMark Inc
California
$18.3M +$2M +24,679 +12%
AGA
106
Arkos Global Advisors
Texas
$18.1M +$1.42M +17,492 +9%
AG
107
Advisor Group
Arizona
$17.8M -$878K -10,843 -5%
KBFS
108
Kohmann Bosshard Financial Services
Ohio
$17.7M +$917K +11,325 +5%
AIM
109
Anchor Investment Management
South Carolina
$17.6M -$221K -2,725 -1%
PAG
110
Private Advisor Group
New Jersey
$17.4M -$5.04M -62,241 -23%
WT
111
Whittier Trust
California
$17.2M +$2.29M +28,228 +15%
BFG
112
Beacon Financial Group
Texas
$16.9M +$811K +10,014 +5%
Retirement Systems of Alabama
113
Retirement Systems of Alabama
Alabama
$16.8M -$5.08M -62,750 -23%
AAM
114
Autus Asset Management
Arizona
$16.4M +$1.04M +12,897 +7%
BAM
115
Baldrige Asset Management
Pennsylvania
$16.2M +$1.28M +15,765 +9%
SSWM
116
Sheets Smith Wealth Management
North Carolina
$16M +$762K +9,402 +5%
SSB
117
Sandy Spring Bank
Maryland
$15.8M +$1.41M +17,456 +10%
EC
118
Estate Counselors
Wisconsin
$15.7M -$444K -5,480 -3%
GC
119
Garde Capital
Washington
$15.3M +$869K +10,731 +6%
AC
120
Abbrea Capital
California
$15.3M +$1.57M +19,440 +12%
GLLW
121
Graves Light Lenhart Wealth
Virginia
$15.3M +$731K +9,020 +5%
GAM
122
Gould Asset Management
California
$14.9M +$1.56M +19,218 +12%
CAN
123
Cetera Advisor Networks
California
$14.9M +$975K +12,041 +7%
FIM
124
Freedom Investment Management
Connecticut
$14.7M -$851K -10,505 -5%
Nisa Investment Advisors
125
Nisa Investment Advisors
Missouri
$14.6M +$23.5K +290 +0.2%

VCSH Hedge Fund Activity: Q4 2019 in Review

831 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Corporate Bond ETF (VCSH) for Q4 2019, worth a combined $14.4B — up 1.6% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new VCSH positions and 42 closed out — a net gain of 123 holders — while 350 added to existing stakes and 225 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $58.4M. The largest seller was Ilmarinen Mutual Pension Insurance, exiting entirely with an estimated $102M sold.

  • 831 institutional investors held Vanguard Short-Term Corporate Bond ETF (VCSH) as of Q4 2019, up from 722 in Q3 2019.
  • Funds reported $14.4B of Vanguard Short-Term Corporate Bond ETF stock for Q4 2019, up 1.6% quarter-over-quarter.
  • 165 funds opened new Vanguard Short-Term Corporate Bond ETF positions in Q4 2019 and 42 closed out, a net change of +123 holders.
  • The largest Vanguard Short-Term Corporate Bond ETF buyer in Q4 2019 was Royal Bank of Canada, an estimated $58.4M added.
  • The largest Vanguard Short-Term Corporate Bond ETF seller in Q4 2019 was Ilmarinen Mutual Pension Insurance, an estimated $102M sold.

Based on aggregated 13F filings for Q4 2019.