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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
FCIM
151
Fairview Capital Investment Management
California
$10.1M -$1.08M -13,485 -10%
Verition Fund Management
152
Verition Fund Management
Connecticut
$10.1M +$505K +6,277 +5%
FPCG
153
Fort Pitt Capital Group
Pennsylvania
$10.1M +$5.95K +74 +0.1%
RC
154
Roundview Capital
New Jersey
$10.1M +$56.1K +698 +0.6%
FNT
155
First National Trust
Pennsylvania
$10M +$957K +11,900 +10%
SC
156
Stratford Consulting
Texas
$9.89M -$287K -3,572 -3%
William Blair & Company
157
William Blair & Company
Illinois
$9.89M +$8.71M +108,333 +649%
BFM
158
Boston Financial Management
Massachusetts
$9.87M +$556K +6,918 +6%
LWA
159
Lowe Wealth Advisors
Maryland
$9.8M +$286K +3,555 +3%
Koshinski Asset Management
160
Koshinski Asset Management
Illinois
$9.6M +$3.61M +44,940 +59%
MIM
161
Morningstar Investment Management
Illinois
$9.56M +$9.72M +120,858 New
CI
162
Cordant Inc
Oregon
$9.52M -$393K -4,881 -4%
ST
163
Smithfield Trust
Pennsylvania
$9.52M -$15.6M -193,645 -62%
SSWM
164
Sheets Smith Wealth Management
North Carolina
$9.48M -$6.34M -78,862 -40%
MPWT
165
MassMutual Private Wealth & Trust
Connecticut
$9.33M +$312K +3,877 +3%
HIS
166
Horizon Investment Services
Indiana
$9.28M -$518K -6,439 -5%
BFEC
167
Benjamin F. Edwards & Company
Missouri
$9.2M +$586K +7,282 +7%
Creative Planning
168
Creative Planning
Kansas
$9.04M +$7.49M +93,202 +442%
TD Asset Management
169
TD Asset Management
Ontario, Canada
$8.97M +$8.17M +101,645 +862%
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
$8.89M +$1.17M +14,537 +15%
DWM
171
Dakota Wealth Management
Florida
$8.79M +$28.7K +357 +0.3%
GLLW
172
Graves Light Lenhart Wealth
Virginia
$8.79M -$6.21M -77,170 -41%
MIS
173
Morningstar Investment Services
Illinois
$8.73M -$5.24M -65,180 -37%
AF
174
Advisornet Financial
Minnesota
$8.71M -$469K -5,834 -5%
MPW
175
MA Private Wealth
California
$8.29M -$82K -1,020 -1%

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.