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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
IAN
201
Integrated Advisors Network
Texas
$6.45M +$6.45M +79,576 New
AWM
202
AE Wealth Management
Kansas
$6.45M +$1.35M +16,621 +26%
NCM
203
Nelson Capital Management
California
$6.43M +$6.43M +79,330 New
FAM
204
Foothills Asset Management
Arizona
$6.4M +$18.2K +225 +0.3%
BAM
205
Beaumont Asset Management
Texas
$6.4M +$6.4M +79,015 New
AFS
206
Access Financial Services
Minnesota
$6.37M +$6.37M +78,584 New
OQC
207
Optimum Quantvest Corp
Connecticut
$6.34M +$6.34M +78,285 New
IAA
208
Ironsides Asset Advisors
North Carolina
$6.3M -$30K -370 -0.5%
FHA
209
First Horizon Advisors
Tennessee
$6.29M -$216K -2,663 -3%
OAM
210
Oppenheimer Asset Management
New York
$6.26M +$58.1K +717 +0.9%
Koshinski Asset Management
211
Koshinski Asset Management
Illinois
$6.19M +$6.19M +76,431 New
MWM
212
Mattern Wealth Management
Kansas
$6.19M +$6.19M +76,415 New
LIA
213
LS Investment Advisors
Michigan
$6.19M +$1.17M +14,425 +23%
B
214
Barings
North Carolina
$6.11M +$6.11M +75,395 New
AL
215
Aspiriant LLC
California
$6.1M -$265K -3,269 -4%
FCC
216
Florin Court Capital
United Kingdom
$5.98M +$1.91M +23,600 +47%
RCA
217
Resonant Capital Advisors
Wisconsin
$5.87M +$5.86M +72,387 New
TNB
218
Thomasville National Bank
Georgia
$5.82M +$1.03M +12,655 +21%
JIR
219
James Investment Research
Ohio
$5.8M -$77.7K -959 -1%
MIAN
220
Mariner Independent Advisor Network
Kansas
$5.75M +$208K +2,566 +4%
MWM
221
MinichMacGregor Wealth Management
New York
$5.64M +$104K +1,288 +2%
FAAS
222
First Allied Advisory Services
California
$5.63M -$392K -4,837 -7%
TIM
223
Tortoise Investment Management
New York
$5.59M -$1.14M -14,133 -17%
PCM
224
Parsons Capital Management
Rhode Island
$5.57M +$6K +74 +0.1%
SS
225
Simplicity Solutions
Minnesota
$5.56M +$1.04M +12,834 +23%

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.