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Vanguard Short-Term Corporate Bond ETF

1,278 hedge funds and large institutions have $30.6B invested in Vanguard Short-Term Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 368 increasing their positions, 601 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 96

21% more capital invested

Capital invested by funds: $25.4B → $30.6B (+$5.23B)

6.78% more ownership

Funds ownership: 61.34%68.12% (+6.8%)

4% more funds holding

Funds holding: 1,2331,278 (+45)

2% less funds holding in top 10

Funds holding in top 10: 198194 (-4)

39% less repeat investments, than reductions

Existing positions increased: 368 | Existing positions reduced: 601

Holders
1,278
Holders Change
+45
Holders Change %
+3.65%
% of All Funds
20.54%
Holding in Top 10
194
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.02%
% of All Funds
3.12%
New
169
Increased
368
Reduced
601
Closed
96
Calls
$6.78M
Puts
Net Calls
+$6.78M
Net Calls Change
+$5.68M
Name Holding Trade Value Shares
Change
Change in
Stake
TCOT
1276
Trust Company of Toledo
Ohio
$209 -$37.4K -500 -15%
VFA
1277
Values First Advisors
Tennessee
$158
WIM
1278
Westside Investment Management
California
$75
PMFA
1279
Plante Moran Financial Advisors
Michigan
$56 -$75 -1 -50%
MLA
1280
MB, Levis & Associates
Pennsylvania
$43 +$75 +1 New
LS
1281
Leelyn Smith
Illinois
$1
Susquehanna International Group
1282
Susquehanna International Group
Pennsylvania
-$53.4M -714,572 Closed
EA
1283
Efficient Advisors
Ohio
-$32.2M -432,891 Closed
AWAG
1284
ARS Wealth Advisors Group
Florida
-$18.9M -254,618 Closed
CIM
1285
Corda Investment Management
Texas
-$15.1M -202,944 Closed
AFS
1286
AFG Fiduciary Services
Massachusetts
-$6.11M -103,089 Closed
CCMD
1287
Cypress Capital Management (Delaware)
Delaware
-$6.27M -84,458 Closed
MAM
1288
Meeder Asset Management
Ohio
-$4.74M -63,866 Closed
EFG
1289
Erickson Financial Group
Pennsylvania
-$3.5M -47,142 Closed
KFA
1290
Kelleher Financial Advisors
New York
-$3.16M -42,542 Closed
VWA
1291
Visionary Wealth Advisors
Illinois
-$3.07M -41,368 Closed
SW
1292
Simplicity Wealth
New Jersey
-$2.54M -34,174 Closed
DP
1293
Divergent Planning
Maryland
-$2.36M -31,790 Closed
PBO
1294
Peoples Bank (Ohio)
Ohio
-$2.21M -29,809 Closed
FWM
1295
Forefront Wealth Management
Pennsylvania
-$2.08M -27,931 Closed
HFS
1296
Heritage Financial Services
Massachusetts
-$1.97M -26,526 Closed
LI
1297
LMCG Investments
Massachusetts
-$1.96M -26,427 Closed
APW
1298
Aurora Private Wealth
New Jersey
-$1.83M -24,657 Closed
CWM
1299
CMH Wealth Management
New Hampshire
-$1.76M -23,719 Closed
HIP
1300
HUB Investment Partners
Texas
-$1.75M -23,520 Closed

VCSH Hedge Fund Activity: Q4 2022 in Review

1,278 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Corporate Bond ETF (VCSH) for Q4 2022, worth a combined $30.6B — up 21% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 169 funds opened new VCSH positions and 96 closed out — a net gain of 73 holders — while 368 added to existing stakes and 601 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $827M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $1.23B.

  • 1,278 institutional investors held Vanguard Short-Term Corporate Bond ETF (VCSH) as of Q4 2022, up from 1,233 in Q3 2022.
  • Funds reported $30.6B of Vanguard Short-Term Corporate Bond ETF stock for Q4 2022, up 21% quarter-over-quarter.
  • 169 funds opened new Vanguard Short-Term Corporate Bond ETF positions in Q4 2022 and 96 closed out, a net change of +73 holders.
  • The largest Vanguard Short-Term Corporate Bond ETF buyer in Q4 2022 was JP Morgan Chase, an estimated $827M added.
  • The largest Vanguard Short-Term Corporate Bond ETF seller in Q4 2022 was Northwestern Mutual Wealth Management, an estimated $1.23B sold.

Based on aggregated 13F filings for Q4 2022.