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Vanguard Short-Term Corporate Bond ETF

271 hedge funds and large institutions have $3.13B invested in Vanguard Short-Term Corporate Bond ETF in 2014 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 82 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 22

41% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 82

8% more funds holding

Funds holding: 251271 (+20)

5% more funds holding in top 10

Funds holding in top 10: 4143 (+2)

8% less capital invested

Capital invested by funds: $3.41B → $3.13B (-$282M)

Holders
271
Holders Change
+20
Holders Change %
+7.97%
% of All Funds
7.83%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
1.24%
New
43
Increased
116
Reduced
82
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$383M +$9.48M +118,447 +3%
Bank of America
2
Bank of America
North Carolina
$357M +$22.8M +284,934 +7%
Morgan Stanley
3
Morgan Stanley
New York
$355M +$31M +386,877 +10%
U
4
UBS
Switzerland
$150M +$16.8M +210,488 +13%
BlackRock
5
BlackRock
New York
$117M
LPL Financial
6
LPL Financial
California
$93.5M -$14.8M -185,489 -14%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$85.6M -$74.4M -930,266 -47%
EFM
8
Equinox Fund Management
Colorado
$76.7M -$8.88M -111,000 -10%
EWM
9
Empirical Wealth Management
Washington
$75.1M +$1.89M +23,640 +3%
MAA
10
Managed Account Advisors
New Jersey
$66M -$454K -5,672 -0.7%
MIH
11
Madison Investment Holdings
Wisconsin
$63.4M -$7.91M -98,847 -11%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$55.2M +$2.76M +34,537 +5%
FNBTCON
13
First National Bank & Trust Co of Newtown
Pennsylvania
$47.1M +$2.59M +32,415 +6%
CC
14
Curian Capital
Colorado
$45.8M +$9.29M +116,108 +25%
USAA
15
United Services Automobile Association
Texas
$41.6M
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$40M +$19.5M +243,527 +95%
MG
17
Mather Group
Illinois
$39.2M +$3.53M +44,074 +10%
SCM
18
Saba Capital Management
New York
$34.1M +$34.1M +426,186 New
I2I
19
Insight 2811 Inc
Illinois
$29M +$1.39M +17,431 +5%
Goldman Sachs
20
Goldman Sachs
New York
$28.9M +$24.4M +304,602 +537%
ST
21
Smithfield Trust
Pennsylvania
$27.6M +$3.06M +38,291 +12%
RPGK
22
Retirement Planning Group (Kansas)
Kansas
$27.4M +$4.58M +57,291 +20%
PO
23
Private Ocean
California
$25.2M -$275K -3,439 -1%
SC
24
SouthState Corp
Florida
$23.7M +$3.48M +43,439 +17%
CSIC
25
Clifford Swan Investment Counsel
California
$21.5M +$2.27M +28,435 +12%

VCSH Hedge Fund Activity: Q1 2014 in Review

271 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Corporate Bond ETF (VCSH) for Q1 2014, worth a combined $3.13B — down 8.3% from $3.41B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new VCSH positions and 22 closed out — a net gain of 21 holders — while 116 added to existing stakes and 82 trimmed.

The largest buyer was Saba Capital Management, opening a new position worth an estimated $34.1M. The largest seller was RiverFront Investment Group, cutting an estimated $130M.

  • 271 institutional investors held Vanguard Short-Term Corporate Bond ETF (VCSH) as of Q1 2014, up from 251 in Q4 2013.
  • Funds reported $3.13B of Vanguard Short-Term Corporate Bond ETF stock for Q1 2014, down 8.3% quarter-over-quarter.
  • 43 funds opened new Vanguard Short-Term Corporate Bond ETF positions in Q1 2014 and 22 closed out, a net change of +21 holders.
  • The largest Vanguard Short-Term Corporate Bond ETF buyer in Q1 2014 was Saba Capital Management, an estimated $34.1M added.
  • The largest Vanguard Short-Term Corporate Bond ETF seller in Q1 2014 was RiverFront Investment Group, an estimated $130M sold.

Based on aggregated 13F filings for Q1 2014.