We are live on ! Find out more
VCSH icon

Vanguard Short-Term Corporate Bond ETF

221 hedge funds and large institutions have $3.4B invested in Vanguard Short-Term Corporate Bond ETF in 2013 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 96 increasing their positions, 75 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

28% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 75

9% more capital invested

Capital invested by funds: $3.13B → $3.4B (+$272M)

7% more funds holding in top 10

Funds holding in top 10: 2830 (+2)

3% more funds holding

Funds holding: 214221 (+7)

Holders
221
Holders Change
+7
Holders Change %
+3.27%
% of All Funds
7.17%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.97%
New
22
Increased
96
Reduced
75
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$446M +$124M +1,564,030 +39%
Bank of America
2
Bank of America
North Carolina
$288M +$40.4M +508,914 +16%
Morgan Stanley
3
Morgan Stanley
New York
$259M +$13.5M +169,850 +6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$154M +$18.2M +228,864 +13%
RIG
5
RiverFront Investment Group
Virginia
$142M -$35.2M -444,002 -20%
U
6
UBS
Switzerland
$125M +$22M +277,461 +21%
LPL Financial
7
LPL Financial
California
$117M -$11.2M -140,606 -9%
BlackRock
8
BlackRock
New York
$116M
EFM
9
Equinox Fund Management
Colorado
$116M -$5.96M -75,100 -5%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$95.7M +$206K +2,600 +0.2%
SI
11
Stephens Inc
Arkansas
$83.2M +$1.02M +12,842 +1%
Franklin Resources
12
Franklin Resources
California
$73.9M +$8.04M +101,237 +12%
EWM
13
Empirical Wealth Management
Washington
$68.8M +$1.34M +16,892 +2%
BTS
14
BB&T Securities
Virginia
$68M -$811K -10,221 -11%
Ameriprise
15
Ameriprise
Minnesota
$60.4M -$8M -100,753 -12%
MAA
16
Managed Account Advisors
New Jersey
$59.4M +$18.3M +230,706 +45%
Lazard Asset Management
17
Lazard Asset Management
New York
$55.4M
WCM
18
Windham Capital Management
Massachusetts
$51.5M -$38.7K -487 -0.1%
LTI
19
Laffer Tengler Investments
Tennessee
$46.7M
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$42.5M +$2.64M +33,294 +7%
USAA
21
United Services Automobile Association
Texas
$41.5M +$6.16M +77,574 +17%
FNBTCON
22
First National Bank & Trust Co of Newtown
Pennsylvania
$39.9M +$4.91M +61,865 +14%
MIH
23
Madison Investment Holdings
Wisconsin
$39.9M +$39.7M +500,647 New
WI
24
WBI Investments
New Jersey
$34.3M -$2.16M -27,170 -6%
MG
25
Mather Group
Illinois
$33.8M +$387K +4,874 +1%

VCSH Hedge Fund Activity: Q3 2013 in Review

221 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Corporate Bond ETF (VCSH) for Q3 2013, worth a combined $3.4B — up 8.7% from $3.13B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new VCSH positions and 13 closed out — a net gain of 9 holders — while 96 added to existing stakes and 75 trimmed.

The largest buyer was Wells Fargo, adding an estimated $124M. The largest seller was RiverFront Investment Group, cutting an estimated $35.2M.

  • 221 institutional investors held Vanguard Short-Term Corporate Bond ETF (VCSH) as of Q3 2013, up from 214 in Q2 2013.
  • Funds reported $3.4B of Vanguard Short-Term Corporate Bond ETF stock for Q3 2013, up 8.7% quarter-over-quarter.
  • 22 funds opened new Vanguard Short-Term Corporate Bond ETF positions in Q3 2013 and 13 closed out, a net change of +9 holders.
  • The largest Vanguard Short-Term Corporate Bond ETF buyer in Q3 2013 was Wells Fargo, an estimated $124M added.
  • The largest Vanguard Short-Term Corporate Bond ETF seller in Q3 2013 was RiverFront Investment Group, an estimated $35.2M sold.

Based on aggregated 13F filings for Q3 2013.