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Vanguard Short-Term Corporate Bond ETF

290 hedge funds and large institutions have $3.47B invested in Vanguard Short-Term Corporate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 141 increasing their positions, 81 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 81

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

8% more funds holding in top 10

Funds holding in top 10: 4043 (+3)

2% more funds holding

Funds holding: 283290 (+7)

1% more capital invested

Capital invested by funds: $3.45B → $3.47B (+$21.8M)

Holders
290
Holders Change
+7
Holders Change %
+2.47%
% of All Funds
8.42%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
1.25%
New
26
Increased
141
Reduced
81
Closed
17
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
$422M +$16M +199,111 +4%
Morgan Stanley
2
Morgan Stanley
New York
$389M -$452K -5,644 -0.1%
Wells Fargo
3
Wells Fargo
California
$360M +$26.4M +329,379 +8%
U
4
UBS
Switzerland
$165M +$5.49M +68,509 +3%
LPL Financial
5
LPL Financial
California
$118M +$24.6M +307,024 +26%
BlackRock
6
BlackRock
New York
$116M
Franklin Resources
7
Franklin Resources
California
$89.5M +$6.47M +80,736 +8%
EWM
8
Empirical Wealth Management
Washington
$79.8M +$1.46M +18,268 +2%
MAA
9
Managed Account Advisors
New Jersey
$77.1M +$9.39M +117,174 +14%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$70.2M +$9.8M +122,275 +16%
WI
11
WBI Investments
New Jersey
$62.3M +$62.4M +779,433 New
EFM
12
Equinox Fund Management
Colorado
$60M
FNBTCON
13
First National Bank & Trust Co of Newtown
Pennsylvania
$52.3M +$2M +24,948 +4%
CC
14
Curian Capital
Colorado
$46.3M +$4.35M +54,319 +10%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$43.4M +$13.9M +174,005 +47%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$42.5M +$1.79M +22,401 +4%
USAA
17
United Services Automobile Association
Texas
$36.4M -$4.73M -58,994 -11%
B
18
Baird
Wisconsin
$33.7M +$15.3M +190,638 +83%
Lazard Asset Management
19
Lazard Asset Management
New York
$32M
ST
20
Smithfield Trust
Pennsylvania
$31.9M +$536K +6,685 +2%
I2I
21
Insight 2811 Inc
Illinois
$31.2M +$1.88M +23,485 +6%
RPGK
22
Retirement Planning Group (Kansas)
Kansas
$28.5M +$754K +9,408 +3%
PO
23
Private Ocean
California
$26.5M +$539K +6,731 +2%
MG
24
Mather Group
Illinois
$22.9M +$1.33M +16,632 +6%
CSIC
25
Clifford Swan Investment Counsel
California
$22.7M +$554K +6,910 +2%

VCSH Hedge Fund Activity: Q3 2014 in Review

290 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Corporate Bond ETF (VCSH) for Q3 2014, worth a combined $3.47B — up 0.63% from $3.45B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new VCSH positions and 17 closed out — a net gain of 9 holders — while 141 added to existing stakes and 81 trimmed.

The largest buyer was WBI Investments, opening a new position worth an estimated $62.4M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $30.1M sold.

  • 290 institutional investors held Vanguard Short-Term Corporate Bond ETF (VCSH) as of Q3 2014, up from 283 in Q2 2014.
  • Funds reported $3.47B of Vanguard Short-Term Corporate Bond ETF stock for Q3 2014, up 0.63% quarter-over-quarter.
  • 26 funds opened new Vanguard Short-Term Corporate Bond ETF positions in Q3 2014 and 17 closed out, a net change of +9 holders.
  • The largest Vanguard Short-Term Corporate Bond ETF buyer in Q3 2014 was WBI Investments, an estimated $62.4M added.
  • The largest Vanguard Short-Term Corporate Bond ETF seller in Q3 2014 was Mirae Asset Global Investments, an estimated $30.1M sold.

Based on aggregated 13F filings for Q3 2014.