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Vanguard Short-Term Corporate Bond ETF

837 hedge funds and large institutions have $12.4B invested in Vanguard Short-Term Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 316 increasing their positions, 333 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more funds holding in top 10

Funds holding in top 10: 118144 (+26)

18% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 88

1% more funds holding

Funds holding: 831837 (+6)

5% less repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 333

1.05% less ownership

Funds ownership: 55.91%54.86% (-1.1%)

14% less capital invested

Capital invested by funds: $14.4B → $12.4B (-$2.06B)

Holders
837
Holders Change
+6
Holders Change %
+0.72%
% of All Funds
18.44%
Holding in Top 10
144
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+22.03%
% of All Funds
3.17%
New
104
Increased
316
Reduced
333
Closed
88
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFC
126
Adaptive Financial Consulting
Ohio
$13.3M +$1.08M +13,388 +9%
CFA
127
Carroll Financial Associates
North Carolina
$13.2M -$7.22M -89,808 -35%
Retirement Systems of Alabama
128
Retirement Systems of Alabama
Alabama
$12.9M -$3.57M -44,410 -21%
IG
129
Inherent Group
New York
$12.8M +$13M +161,900 New
BFIM
130
Beese Fulmer Investment Management
Ohio
$12.5M +$938K +11,663 +8%
GJIC
131
Gamble Jones Investment Counsel
California
$12.5M +$59.7K +742 +0.5%
NA
132
NewEdge Advisors
Louisiana
$12.4M +$1.2M +14,903 +11%
FCA
133
FLC Capital Advisors
California
$12M -$302K -3,754 -2%
FIM
134
Freedom Investment Management
Connecticut
$12M -$2.7M -33,542 -19%
HCM
135
Hudson Capital Management
New Jersey
$11.9M +$5.04M +62,617 +72%
BWFA
136
Baltimore-Washington Financial Advisors
Maryland
$11.6M -$81.9K -1,019 -0.7%
EPP
137
ETF Portfolio Partners
Kansas
$11.5M -$852K -10,595 -7%
WMG
138
WESCAP Management Group
California
$11.4M +$2.87M +35,739 +33%
PPA
139
Parametric Portfolio Associates
Washington
$11.4M +$1.37K +17 +0%
PA
140
Pinnacle Associates
New York
$11.1M +$197K +2,453 +2%
SFG
141
Sunburst Financial Group
Alabama
$11.1M +$427K +5,316 +4%
Citigroup
142
Citigroup
New York
$11M -$41.9M -521,138 -79%
FA
143
FDx Advisors
Illinois
$10.7M -$698K -8,686 -6%
APSP
144
Asset Planning Services (Pennsylvania)
Pennsylvania
$10.6M -$662K -8,228 -6%
TNB
145
TCF National Bank
South Dakota
$10.6M -$38.4K -477 -0.4%
PAG
146
Private Advisor Group
New Jersey
$10.6M -$6.51M -80,920 -38%
TCM
147
Twele Capital Management
Minnesota
$10.4M -$2.98M -37,055 -22%
PCM
148
Prelude Capital Management
New York
$10.3M +$10.5M +130,000 New
WLIM
149
White Lighthouse Investment Management
Massachusetts
$10.3M -$3.12M -38,773 -23%
NG
150
NWK Group
California
$10.2M +$10.2M +126,901 +5,235%

VCSH Hedge Fund Activity: Q1 2020 in Review

837 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Corporate Bond ETF (VCSH) for Q1 2020, worth a combined $12.4B — down 14% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new VCSH positions and 88 closed out — a net gain of 16 holders — while 316 added to existing stakes and 333 trimmed.

The largest buyer was Moore Capital Management, opening a new position worth an estimated $272M. The largest seller was Bank of America, cutting an estimated $1.78B.

  • 837 institutional investors held Vanguard Short-Term Corporate Bond ETF (VCSH) as of Q1 2020, up from 831 in Q4 2019.
  • Funds reported $12.4B of Vanguard Short-Term Corporate Bond ETF stock for Q1 2020, down 14% quarter-over-quarter.
  • 104 funds opened new Vanguard Short-Term Corporate Bond ETF positions in Q1 2020 and 88 closed out, a net change of +16 holders.
  • The largest Vanguard Short-Term Corporate Bond ETF buyer in Q1 2020 was Moore Capital Management, an estimated $272M added.
  • The largest Vanguard Short-Term Corporate Bond ETF seller in Q1 2020 was Bank of America, an estimated $1.78B sold.

Based on aggregated 13F filings for Q1 2020.