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Vanguard Short-Term Corporate Bond ETF

652 hedge funds and large institutions have $9.9B invested in Vanguard Short-Term Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 297 increasing their positions, 214 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 214

1.38% more ownership

Funds ownership: 45.42%46.81% (+1.4%)

0% more capital invested

Capital invested by funds: $9.89B → $9.9B (+$11M)

7% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 68

2% less funds holding

Funds holding: 664652 (-12)

4% less funds holding in top 10

Funds holding in top 10: 117112 (-5)

Holders
652
Holders Change
-12
Holders Change %
-1.81%
% of All Funds
14.94%
Holding in Top 10
112
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.27%
% of All Funds
2.57%
New
63
Increased
297
Reduced
214
Closed
68
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
$994M +$36.6M +465,632 +4%
Morgan Stanley
2
Morgan Stanley
New York
$830M +$23.6M +300,126 +3%
Wells Fargo
3
Wells Fargo
California
$741M -$34.3M -435,389 -4%
Ameriprise
4
Ameriprise
Minnesota
$687M -$156M -1,984,267 -18%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$405M +$2.69M +34,144 +0.7%
USAA
6
United Services Automobile Association
Texas
$281M -$34.2M -435,000 -11%
UBS Group
7
UBS Group
Switzerland
$262M +$4.03M +51,200 +2%
RIG
8
RiverFront Investment Group
Virginia
$225M -$5.86M -74,437 -3%
MIFH
9
Migdal Insurance & Financial Holdings
Israel
$173M +$60M +762,579 +53%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$163M -$8.5M -107,962 -5%
GI
11
Gradient Investments
Minnesota
$136M -$9.67M -122,820 -7%
TAIM
12
TD Ameritrade Investment Management
Nebraska
$124M +$5.52M +70,144 +5%
WI
13
WBI Investments
New Jersey
$124M +$124M +1,574,892 New
BlackRock
14
BlackRock
New York
$114M +$86.8K +1,103 +0.1%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$106M +$49.4M +627,068 +87%
EWM
16
Empirical Wealth Management
Washington
$101M +$8.04M +102,201 +9%
LPL Financial
17
LPL Financial
California
$96.3M +$6.53M +82,927 +7%
HCC
18
Hirtle Callaghan & Co
Pennsylvania
$92.9M
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$90.7M -$1.46M -18,536 -2%
RJA
20
Raymond James & Associates
Florida
$86.7M +$13.1M +166,500 +18%
Franklin Resources
21
Franklin Resources
California
$80.1M -$6.61M -83,998 -8%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$78.7M -$52.1M -661,660 -40%
ACA
23
Anchor Capital Advisors
Massachusetts
$76.1M -$5.68M -72,108 -7%
MIH
24
Madison Investment Holdings
Wisconsin
$75.8M -$1.39M -17,602 -2%
SR
25
Swiss Re
Switzerland
$73.5M

VCSH Hedge Fund Activity: Q1 2018 in Review

652 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Corporate Bond ETF (VCSH) for Q1 2018, worth a combined $9.9B — up 0.11% from $9.89B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of VCSH and 63 opened new positions — a net loss of 5 holders — while 214 trimmed existing stakes and 297 added.

The largest buyer was WBI Investments, opening a new position worth an estimated $124M. The largest seller was Ameriprise, cutting an estimated $156M.

  • 652 institutional investors held Vanguard Short-Term Corporate Bond ETF (VCSH) as of Q1 2018, down from 664 in Q4 2017.
  • Funds reported $9.9B of Vanguard Short-Term Corporate Bond ETF stock for Q1 2018, up 0.11% quarter-over-quarter.
  • 63 funds opened new Vanguard Short-Term Corporate Bond ETF positions in Q1 2018 and 68 closed out, a net change of -5 holders.
  • The largest Vanguard Short-Term Corporate Bond ETF buyer in Q1 2018 was WBI Investments, an estimated $124M added.
  • The largest Vanguard Short-Term Corporate Bond ETF seller in Q1 2018 was Ameriprise, an estimated $156M sold.

Based on aggregated 13F filings for Q1 2018.