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Vanguard Short-Term Corporate Bond ETF

831 hedge funds and large institutions have $14.4B invested in Vanguard Short-Term Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 350 increasing their positions, 225 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

293% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 42

56% more repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 225

18% more funds holding in top 10

Funds holding in top 10: 100118 (+18)

15% more funds holding

Funds holding: 722831 (+109)

2% more capital invested

Capital invested by funds: $14.2B → $14.4B (+$227M)

0.95% less ownership

Funds ownership: 56.86%55.91% (-0.95%)

Holders
831
Holders Change
+109
Holders Change %
+15.1%
% of All Funds
16.37%
Holding in Top 10
118
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18%
% of All Funds
2.33%
New
165
Increased
350
Reduced
225
Closed
42
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
$4.36B +$19.3M +238,107 +0.4%
Wells Fargo
2
Wells Fargo
California
$850M -$75.1M -926,559 -8%
Morgan Stanley
3
Morgan Stanley
New York
$832M +$47.1M +580,976 +6%
PP
4
Prudential plc
United Kingdom
$431M -$45.9M -566,240 -10%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$403M +$58.4M +720,538 +17%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$357M +$25.7M +317,602 +8%
Ameriprise
7
Ameriprise
Minnesota
$319M +$2.64M +32,558 +0.8%
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$298M -$56.6M -699,165 -16%
UBS Group
9
UBS Group
Switzerland
$290M +$14.7M +181,126 +5%
RIG
10
RiverFront Investment Group
Virginia
$233M -$17.4M -215,004 -7%
TAIM
11
TD Ameritrade Investment Management
Nebraska
$179M +$843K +10,400 +0.5%
Goldman Sachs
12
Goldman Sachs
New York
$156M -$12.9M -159,445 -8%
EWM
13
Empirical Wealth Management
Washington
$130M +$7.57M +93,485 +6%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$120M +$21.1M +260,677 +21%
Vanguard Group
15
Vanguard Group
Pennsylvania
$115M +$36.6M +451,570 +47%
RJA
16
Raymond James & Associates
Florida
$99.4M -$2.63M -32,498 -3%
MAM
17
Madison Asset Management
Wisconsin
$99M +$99M +1,221,524 New
LPL Financial
18
LPL Financial
California
$98.8M +$9.17M +113,135 +10%
HCC
19
Hirtle Callaghan & Co
Pennsylvania
$98.6M
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$97.3M +$26.5M +326,748 +37%
Stifel Financial
21
Stifel Financial
Missouri
$89.4M +$374K +4,618 +0.4%
PO
22
Private Ocean
California
$78.5M +$1.52M +18,782 +2%
CIA
23
Capital Investment Advisors
Georgia
$72.5M +$5.79M +71,524 +9%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$70M +$578K +7,135 +0.8%
KeyBank National Association
25
KeyBank National Association
Ohio
$63.5M +$1.49M +18,432 +2%

VCSH Hedge Fund Activity: Q4 2019 in Review

831 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Corporate Bond ETF (VCSH) for Q4 2019, worth a combined $14.4B — up 1.6% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new VCSH positions and 42 closed out — a net gain of 123 holders — while 350 added to existing stakes and 225 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $58.4M. The largest seller was Ilmarinen Mutual Pension Insurance, exiting entirely with an estimated $102M sold.

  • 831 institutional investors held Vanguard Short-Term Corporate Bond ETF (VCSH) as of Q4 2019, up from 722 in Q3 2019.
  • Funds reported $14.4B of Vanguard Short-Term Corporate Bond ETF stock for Q4 2019, up 1.6% quarter-over-quarter.
  • 165 funds opened new Vanguard Short-Term Corporate Bond ETF positions in Q4 2019 and 42 closed out, a net change of +123 holders.
  • The largest Vanguard Short-Term Corporate Bond ETF buyer in Q4 2019 was Royal Bank of Canada, an estimated $58.4M added.
  • The largest Vanguard Short-Term Corporate Bond ETF seller in Q4 2019 was Ilmarinen Mutual Pension Insurance, an estimated $102M sold.

Based on aggregated 13F filings for Q4 2019.