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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
PWM
201
Paulson Wealth Management
Illinois
$14.8M +$1.22M +16,106 +9%
AI
202
Atria Investments
North Carolina
$14.3M -$1.63M -21,479 -10%
GCM
203
G2 Capital Management
Ohio
$14.1M -$11M -145,781 -44%
KL
204
KWMG LLC
Kansas
$14M +$213K +2,813 +2%
BWFA
205
Baltimore-Washington Financial Advisors
Maryland
$13.9M -$6.88M -90,779 -33%
T. Rowe Price Associates
206
T. Rowe Price Associates
Maryland
$13.9M +$13.8M +182,000 New
CFC
207
Coyle Financial Counsel
Illinois
$13.8M -$357K -4,709 -3%
WFA
208
West Financial Advisors
Iowa
$13.7M -$87.2K -1,151 -0.6%
FTS
209
Fifth Third Securities
Ohio
$13.7M -$2.28M -30,088 -14%
AC
210
Asio Capital
Kentucky
$13.7M +$4.69M +61,876 +52%
MIM
211
Morningstar Investment Management
Illinois
$13.6M -$2.05M -27,099 -13%
NSIM
212
North Star Investment Management
Illinois
$13.6M -$346K -4,569 -3%
UCFA
213
United Capital Financial Advisors
Texas
$13.4M -$6.06M -80,041 -31%
CCA
214
Catalyst Capital Advisors
New York
$13.4M -$295K -3,890 -2%
Victory Capital Management
215
Victory Capital Management
Texas
$13.4M -$5.96M -78,662 -31%
PA
216
Parallel Advisors
California
$13.3M +$9.85M +130,018 +289%
RWM
217
Rezny Wealth Management
Florida
$13.2M -$1.01M -13,321 -7%
AW
218
Alaethes Wealth
Nevada
$13M +$2.09M +27,647 +19%
MPWT
219
MassMutual Private Wealth & Trust
Connecticut
$12.9M -$81.9K -1,081 -0.6%
DBT
220
Dubuque Bank & Trust
Iowa
$12.8M +$1.4M +18,426 +12%
AFS
221
Annapolis Financial Services
Maryland
$12.8M +$602K +7,954 +5%
BFS
222
Beacon Financial Strategies
North Carolina
$12.6M -$71.8K -948 -0.6%
TWA
223
Tandem Wealth Advisors
Arizona
$12.6M +$42.6K +563 +0.3%
FANJ
224
Financial Architects (New Jersey)
New Jersey
$12.5M +$1.08M +14,235 +9%
CWM
225
Connecticut Wealth Management
Connecticut
$12.5M +$12.4M +163,751 New

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.