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Vanguard Short-Term Corporate Bond ETF

339 hedge funds and large institutions have $4.01B invested in Vanguard Short-Term Corporate Bond ETF in 2015 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 142 increasing their positions, 112 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

27% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 112

2% more funds holding

Funds holding: 331339 (+8)

2% more funds holding in top 10

Funds holding in top 10: 5051 (+1)

3% more capital invested

Capital invested by funds: $3.88B → $4.01B (+$130M)

Holders
339
Holders Change
+8
Holders Change %
+2.42%
% of All Funds
9.14%
Holding in Top 10
51
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2%
% of All Funds
1.37%
New
37
Increased
142
Reduced
112
Closed
24
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
$454M -$39.6M -495,215 -8%
Morgan Stanley
2
Morgan Stanley
New York
$433M +$10.2M +127,057 +2%
Wells Fargo
3
Wells Fargo
California
$422M +$79.2M +990,378 +23%
UBS Group
4
UBS Group
Switzerland
$207M -$6.05M -75,637 -3%
MAA
5
Managed Account Advisors
New Jersey
$138M +$35.1M +439,450 +34%
BlackRock
6
BlackRock
New York
$116M
Ameriprise
7
Ameriprise
Minnesota
$113M +$39.1M +488,910 +53%
Franklin Resources
8
Franklin Resources
California
$100M +$1.2M +15,034 +1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$89.6M +$44.8M +560,791 +99%
EWM
10
Empirical Wealth Management
Washington
$82.9M +$2.24M +28,048 +3%
MG
11
Mather Group
Illinois
$66.5M
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$59.5M +$6.97M +87,233 +13%
EFM
13
Equinox Fund Management
Colorado
$54.8M
Baird Financial Group
14
Baird Financial Group
Wisconsin
$51.4M +$51.6M +645,953 New
FNBTCON
15
First National Bank & Trust Co of Newtown
Pennsylvania
$50.3M -$3.93M -49,128 -7%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$44.9M +$2.11M +26,420 +5%
LPL Financial
17
LPL Financial
California
$40.1M +$760K +9,510 +2%
JWM
18
Jackson Wealth Management
Florida
$39.8M +$32.2M +402,187 +411%
USAA
19
United Services Automobile Association
Texas
$36.3M +$6.08K +76 +0%
Goldman Sachs
20
Goldman Sachs
New York
$35.3M +$12.8M +160,337 +57%
ST
21
Smithfield Trust
Pennsylvania
$34.2M +$1.73M +21,603 +5%
SSB
22
Sandy Spring Bank
Maryland
$32.3M +$4.88M +61,030 +18%
WCM
23
Windham Capital Management
Massachusetts
$30.8M -$80.6M -1,008,266 -72%
Bessemer Group
24
Bessemer Group
New Jersey
$28.6M +$28.7M +359,200 +44,900%
Lazard Asset Management
25
Lazard Asset Management
New York
$28.5M

VCSH Hedge Fund Activity: Q2 2015 in Review

339 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Corporate Bond ETF (VCSH) for Q2 2015, worth a combined $4.01B — up 3.4% from $3.88B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new VCSH positions and 24 closed out — a net gain of 13 holders — while 142 added to existing stakes and 112 trimmed.

The largest buyer was Wells Fargo, adding an estimated $79.2M. The largest seller was AssetMark Inc, cutting an estimated $102M.

  • 339 institutional investors held Vanguard Short-Term Corporate Bond ETF (VCSH) as of Q2 2015, up from 331 in Q1 2015.
  • Funds reported $4.01B of Vanguard Short-Term Corporate Bond ETF stock for Q2 2015, up 3.4% quarter-over-quarter.
  • 37 funds opened new Vanguard Short-Term Corporate Bond ETF positions in Q2 2015 and 24 closed out, a net change of +13 holders.
  • The largest Vanguard Short-Term Corporate Bond ETF buyer in Q2 2015 was Wells Fargo, an estimated $79.2M added.
  • The largest Vanguard Short-Term Corporate Bond ETF seller in Q2 2015 was AssetMark Inc, an estimated $102M sold.

Based on aggregated 13F filings for Q2 2015.