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Vanguard Short-Term Corporate Bond ETF

404 hedge funds and large institutions have $5.09B invested in Vanguard Short-Term Corporate Bond ETF in 2016 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 173 increasing their positions, 131 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 26

32% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 131

15% more capital invested

Capital invested by funds: $4.44B → $5.09B (+$649M)

12% more funds holding in top 10

Funds holding in top 10: 5966 (+7)

4% more funds holding

Funds holding: 388404 (+16)

Holders
404
Holders Change
+16
Holders Change %
+4.12%
% of All Funds
10.76%
Holding in Top 10
66
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.86%
% of All Funds
1.76%
New
45
Increased
173
Reduced
131
Closed
26
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
$654M +$28.7M +362,111 +5%
Wells Fargo
2
Wells Fargo
California
$521M +$29.1M +367,991 +6%
Morgan Stanley
3
Morgan Stanley
New York
$487M +$39.4M +498,013 +9%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$291M +$1.36M +17,139 +0.5%
Ameriprise
5
Ameriprise
Minnesota
$281M +$91.6M +1,157,474 +51%
UBS Group
6
UBS Group
Switzerland
$215M -$1.79M -22,595 -0.8%
BlackRock
7
BlackRock
New York
$117M +$79 +1 +0%
Franklin Resources
8
Franklin Resources
California
$94.4M -$8.14M -102,835 -8%
LPL Financial
9
LPL Financial
California
$93.2M -$2.1M -26,558 -2%
AssetMark Inc
10
AssetMark Inc
California
$90M +$50.4M +636,807 +130%
EWM
11
Empirical Wealth Management
Washington
$81.1M -$1.31M -16,498 -2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$69.8M -$2.82M -35,631 -4%
MG
13
Mather Group
Illinois
$64.3M +$6.28M +79,349 +11%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$63.7M -$5.48M -69,248 -8%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$58.3M -$120K -1,522 -0.2%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$51M -$3.94M -49,793 -7%
EIAM
17
Equinox Institutional Asset Management
New Jersey
$49.6M -$2.94M -37,100 -6%
FNBTCON
18
First National Bank & Trust Co of Newtown
Pennsylvania
$49.1M +$184K +2,323 +0.4%
JWM
19
Jackson Wealth Management
Florida
$42.7M +$1.2M +15,139 +3%
ST
20
Smithfield Trust
Pennsylvania
$38.2M +$402K +5,080 +1%
WCM
21
Windham Capital Management
Massachusetts
$36.8M +$5.02M +63,385 +16%
USAA
22
United Services Automobile Association
Texas
$36.5M -$38M -480,453 -51%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$32.7M +$16.1M +203,650 +99%
SG Americas Securities
24
SG Americas Securities
New York
$31.2M +$30.9M +390,400 New
SSB
25
Sandy Spring Bank
Maryland
$30.4M +$296K +3,741 +1%

VCSH Hedge Fund Activity: Q1 2016 in Review

404 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Corporate Bond ETF (VCSH) for Q1 2016, worth a combined $5.09B — up 15% from $4.44B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new VCSH positions and 26 closed out — a net gain of 19 holders — while 173 added to existing stakes and 131 trimmed.

The largest buyer was Ameriprise, adding an estimated $91.6M. The largest seller was United Services Automobile Association, cutting an estimated $38M.

  • 404 institutional investors held Vanguard Short-Term Corporate Bond ETF (VCSH) as of Q1 2016, up from 388 in Q4 2015.
  • Funds reported $5.09B of Vanguard Short-Term Corporate Bond ETF stock for Q1 2016, up 15% quarter-over-quarter.
  • 45 funds opened new Vanguard Short-Term Corporate Bond ETF positions in Q1 2016 and 26 closed out, a net change of +19 holders.
  • The largest Vanguard Short-Term Corporate Bond ETF buyer in Q1 2016 was Ameriprise, an estimated $91.6M added.
  • The largest Vanguard Short-Term Corporate Bond ETF seller in Q1 2016 was United Services Automobile Association, an estimated $38M sold.

Based on aggregated 13F filings for Q1 2016.