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Vanguard Short-Term Corporate Bond ETF

1,239 hedge funds and large institutions have $25.5B invested in Vanguard Short-Term Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 469 increasing their positions, 527 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

441% more call options, than puts

Call options by funds: $1.57M | Put options by funds: $290K

0.06% less ownership

Funds ownership: 68.12%68.05% (-0.06%)

4% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 98

3% less funds holding

Funds holding: 1,2781,239 (-39)

5% less funds holding in top 10

Funds holding in top 10: 194185 (-9)

11% less repeat investments, than reductions

Existing positions increased: 469 | Existing positions reduced: 527

17% less capital invested

Capital invested by funds: $30.6B → $25.5B (-$5.11B)

Holders
1,239
Holders Change
-39
Holders Change %
-3.05%
% of All Funds
19.75%
Holding in Top 10
185
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-4.64%
% of All Funds
2.95%
New
94
Increased
469
Reduced
527
Closed
98
Calls
$1.57M
Puts
$290K
Net Calls
+$1.28M
Net Calls Change
-$5.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
151
AssetMark Inc
California
$20.6M -$31.8M -419,522 -61%
Renaissance Technologies
152
Renaissance Technologies
New York
$20.4M +$20.3M +267,705 New
ACI
153
Alpha Cubed Investments
California
$20.3M +$184K +2,427 +0.9%
Nisa Investment Advisors
154
Nisa Investment Advisors
Missouri
$20.2M +$3.14M +41,503 +19%
AF
155
Allworth Financial
California
$20.1M +$439K +5,792 +2%
WFAG
156
Wescott Financial Advisory Group
Pennsylvania
$20M +$1.32M +17,374 +7%
CG
157
Colony Group
Massachusetts
$20M +$1.02M +13,486 +5%
BFEC
158
Benjamin F. Edwards & Company
Missouri
$20M +$16.7M +220,638 +536%
Cetera Investment Advisers
159
Cetera Investment Advisers
Illinois
$19.7M +$2.18M +28,842 +13%
AMG
160
Asset Management Group
Connecticut
$19.4M +$58.3K +770 +0.3%
EWA
161
EverSource Wealth Advisors
Alabama
$19.3M +$695K +9,183 +4%
BCA
162
Bray Capital Advisors
Florida
$19.2M +$1.11M +14,611 +6%
MTC
163
Matrix Trust Company
Colorado
$19.1M -$194K -2,556 -1%
USAA
164
United Services Automobile Association
Texas
$19M
EL
165
Essex LLC
Illinois
$18.8M
WT
166
Washington Trust
Rhode Island
$18.8M -$63.9K -844 -0.3%
ERFOTCOFW
167
Employees Retirement Fund of the City of Fort Worth
Texas
$18.7M
EPP
168
ETF Portfolio Partners
Kansas
$18.6M +$1.02M +13,493 +6%
SP
169
Symmetry Partners
Connecticut
$18.5M +$18.4M +242,693 New
EWM
170
Executive Wealth Management
Michigan
$18.5M +$225K +2,969 +1%
OMC
171
Old Mission Capital
Illinois
$18.2M +$13.7M +181,430 +320%
WFM
172
Wolff Financial Management
Michigan
$18.1M +$614K +8,110 +4%
Principal Financial Group
173
Principal Financial Group
Iowa
$18M +$3.36M +44,429 +23%
RIM
174
Rakuten Investment Management
Japan
$18M -$3.35M -44,200 -16%
FMII
175
Farmers & Merchants Investments Inc
Nebraska
$18M -$40K -528 -0.2%

VCSH Hedge Fund Activity: Q1 2023 in Review

1,239 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Corporate Bond ETF (VCSH) for Q1 2023, worth a combined $25.5B — down 17% from $30.6B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of VCSH and 94 opened new positions — a net loss of 4 holders — while 527 trimmed existing stakes and 469 added.

The largest buyer was American Family Insurance Mutual Holding, adding an estimated $184M. The largest seller was JP Morgan Chase, cutting an estimated $763M.

  • 1,239 institutional investors held Vanguard Short-Term Corporate Bond ETF (VCSH) as of Q1 2023, down from 1,278 in Q4 2022.
  • Funds reported $25.5B of Vanguard Short-Term Corporate Bond ETF stock for Q1 2023, down 17% quarter-over-quarter.
  • 94 funds opened new Vanguard Short-Term Corporate Bond ETF positions in Q1 2023 and 98 closed out, a net change of -4 holders.
  • The largest Vanguard Short-Term Corporate Bond ETF buyer in Q1 2023 was American Family Insurance Mutual Holding, an estimated $184M added.
  • The largest Vanguard Short-Term Corporate Bond ETF seller in Q1 2023 was JP Morgan Chase, an estimated $763M sold.

Based on aggregated 13F filings for Q1 2023.