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Vanguard Short-Term Corporate Bond ETF

283 hedge funds and large institutions have $3.45B invested in Vanguard Short-Term Corporate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 123 increasing their positions, 90 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

37% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 90

10% more capital invested

Capital invested by funds: $3.13B → $3.45B (+$321M)

4% more funds holding

Funds holding: 271283 (+12)

7% less funds holding in top 10

Funds holding in top 10: 4340 (-3)

Holders
283
Holders Change
+12
Holders Change %
+4.43%
% of All Funds
8.13%
Holding in Top 10
40
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.98%
% of All Funds
1.15%
New
36
Increased
123
Reduced
90
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$409M +$50.2M +625,466 +14%
Morgan Stanley
2
Morgan Stanley
New York
$392M +$35.4M +441,257 +10%
Wells Fargo
3
Wells Fargo
California
$335M -$49.2M -613,186 -13%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$250M +$10.5M +130,735 +4%
U
5
UBS
Switzerland
$160M +$9.21M +114,842 +6%
BlackRock
6
BlackRock
New York
$117M
LPL Financial
7
LPL Financial
California
$93.4M -$589K -7,337 -0.6%
Franklin Resources
8
Franklin Resources
California
$83.6M +$83.4M +1,039,867 New
EWM
9
Empirical Wealth Management
Washington
$78.8M +$3.38M +42,158 +4%
MAA
10
Managed Account Advisors
New Jersey
$68.2M +$1.88M +23,496 +3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$60.9M -$25.1M -312,566 -29%
EFM
12
Equinox Fund Management
Colorado
$60.3M -$16.7M -208,100 -22%
FNBTCON
13
First National Bank & Trust Co of Newtown
Pennsylvania
$50.4M +$3.27M +40,720 +7%
CC
14
Curian Capital
Colorado
$42.3M -$3.8M -47,366 -8%
USAA
15
United Services Automobile Association
Texas
$41.4M -$478K -5,962 -1%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$41M -$14.4M -180,106 -26%
ST
17
Smithfield Trust
Pennsylvania
$31.5M +$3.81M +47,542 +14%
Mirae Asset Global Investments
18
Mirae Asset Global Investments
South Korea
$30.1M +$30.1M +375,000 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$29.6M -$10.5M -130,786 -26%
I2I
20
Insight 2811 Inc
Illinois
$29.5M +$418K +5,212 +1%
RPGK
21
Retirement Planning Group (Kansas)
Kansas
$27.9M +$330K +4,116 +1%
Lazard Asset Management
22
Lazard Asset Management
New York
$26.6M
PO
23
Private Ocean
California
$26.1M +$781K +9,735 +3%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$25.6M +$25.5M +318,495 New
SC
25
SouthState Corp
Florida
$23.4M -$392K -4,881 -2%

VCSH Hedge Fund Activity: Q2 2014 in Review

283 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Corporate Bond ETF (VCSH) for Q2 2014, worth a combined $3.45B — up 10% from $3.13B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new VCSH positions and 23 closed out — a net gain of 13 holders — while 123 added to existing stakes and 90 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $83.4M. The largest seller was Madison Investment Holdings, exiting entirely with an estimated $63.4M sold.

  • 283 institutional investors held Vanguard Short-Term Corporate Bond ETF (VCSH) as of Q2 2014, up from 271 in Q1 2014.
  • Funds reported $3.45B of Vanguard Short-Term Corporate Bond ETF stock for Q2 2014, up 10% quarter-over-quarter.
  • 36 funds opened new Vanguard Short-Term Corporate Bond ETF positions in Q2 2014 and 23 closed out, a net change of +13 holders.
  • The largest Vanguard Short-Term Corporate Bond ETF buyer in Q2 2014 was Franklin Resources, an estimated $83.4M added.
  • The largest Vanguard Short-Term Corporate Bond ETF seller in Q2 2014 was Madison Investment Holdings, an estimated $63.4M sold.

Based on aggregated 13F filings for Q2 2014.