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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
FPIS
126
Financial Planning & Information Services
Wisconsin
$14.5M +$128K +1,586 +0.9%
AllianceBernstein
127
AllianceBernstein
Tennessee
$14.3M +$3.64M +44,993 +34%
MIS
128
Morningstar Investment Services
Illinois
$14.3M -$3.33M -41,095 -19%
Millennium Management
129
Millennium Management
New York
$13.9M +$10.9M +134,285 +355%
WLIM
130
White Lighthouse Investment Management
Massachusetts
$13.7M -$144K -1,782 -1%
TCM
131
Twele Capital Management
Minnesota
$13.6M -$1.6M -19,704 -10%
Renaissance Technologies
132
Renaissance Technologies
New York
$13.4M +$10.8M +133,000 +408%
MML Investors Services
133
MML Investors Services
Massachusetts
$13.4M +$3.08M +37,963 +30%
SWM
134
SigFig Wealth Management
California
$13.4M +$1.69M +20,813 +14%
BEC
135
Blue Edge Capital
Virginia
$12.8M +$1.3M +16,072 +11%
FCA
136
FLC Capital Advisors
California
$12.7M +$241K +2,973 +2%
GJIC
137
Gamble Jones Investment Counsel
California
$12.7M +$1.06M +13,115 +9%
Bank of Nova Scotia
138
Bank of Nova Scotia
Ontario, Canada
$12.7M +$12.7M +156,685 New
EPP
139
ETF Portfolio Partners
Kansas
$12.6M +$494K +6,104 +4%
AFC
140
Adaptive Financial Consulting
Ohio
$12.5M +$12.5M +154,626 New
RWM
141
Rezny Wealth Management
Florida
$12.3M -$130K -1,607 -1%
BWFA
142
Baltimore-Washington Financial Advisors
Maryland
$12M +$1.86M +22,984 +18%
BFIM
143
Beese Fulmer Investment Management
Ohio
$11.9M +$472K +5,827 +4%
FA
144
FDx Advisors
Illinois
$11.7M -$643K -7,938 -5%
PPA
145
Parametric Portfolio Associates
Washington
$11.7M -$810 -10 -0%
APSP
146
Asset Planning Services (Pennsylvania)
Pennsylvania
$11.6M +$1.37M +16,967 +14%
FCIM
147
Fairview Capital Investment Management
California
$11.5M -$412K -5,090 -3%
NA
148
NewEdge Advisors
Louisiana
$11.5M +$1.01M +12,453 +10%
ECM
149
Evergreen Capital Management
Washington
$11.3M +$1.3M +16,077 +13%
PA
150
Pinnacle Associates
New York
$11.2M +$508K +6,275 +5%

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.