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Vanguard Short-Term Corporate Bond ETF

1,285 hedge funds and large institutions have $25.9B invested in Vanguard Short-Term Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 397 increasing their positions, 578 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more call options, than puts

Call options by funds: $2.38M | Put options by funds: $805K

101% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 87

6% more funds holding

Funds holding: 1,2141,285 (+71)

5.56% more ownership

Funds ownership: 70.81%76.36% (+5.6%)

3% more funds holding in top 10

Funds holding in top 10: 168173 (+5)

2% more capital invested

Capital invested by funds: $25.3B → $25.9B (+$618M)

31% less repeat investments, than reductions

Existing positions increased: 397 | Existing positions reduced: 578

Holders
1,285
Holders Change
+71
Holders Change %
+5.85%
% of All Funds
18.73%
Holding in Top 10
173
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+2.98%
% of All Funds
2.52%
New
175
Increased
397
Reduced
578
Closed
87
Calls
$2.38M
Puts
$805K
Net Calls
+$1.58M
Net Calls Change
+$711K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$3.8B -$738M -9,745,794 -17%
Morgan Stanley
2
Morgan Stanley
New York
$2.82B +$1.34B +17,715,805 +95%
JSTA
3
Japan Science & Technology Agency
Japan
$1.83B
PP
4
Prudential plc
United Kingdom
$1.77B -$122M -1,611,033 -7%
JP Morgan Chase
5
JP Morgan Chase
New York
$679M +$23.8M +313,830 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$590M -$27.4M -361,052 -5%
Wells Fargo
7
Wells Fargo
California
$554M -$29.6M -391,083 -5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$474M -$27.9M -367,806 -6%
UBS Group
9
UBS Group
Switzerland
$422M +$34.9M +460,257 +9%
Public Sector Pension Investment Board (PSP Investments)
10
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$402M +$123M +1,625,000 +45%
Vanguard Group
11
Vanguard Group
Pennsylvania
$356M -$2.9M -38,236 -0.8%
AFIMH
12
American Family Insurance Mutual Holding
Wisconsin
$323M +$98.5M +1,300,000 +45%
NL
13
NEPC LLC
Massachusetts
$269M +$6.98M +92,125 +3%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$252M -$7.72M -101,896 -3%
Financial Engines Advisors
15
Financial Engines Advisors
California
$229M -$4.93M -65,047 -2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$208M +$649K +8,567 +0.3%
BNP Paribas Financial Markets
17
BNP Paribas Financial Markets
France
$205M +$184M +2,430,983 +1,082%
CCM
18
Carlson Capital Management
Minnesota
$196M +$6.91M +91,214 +4%
LPL Financial
19
LPL Financial
California
$187M -$4.11M -54,222 -2%
VMPIC
20
Varma Mutual Pension Insurance Co
Finland
$169M -$22.7M -300,000 -12%
Goldman Sachs
21
Goldman Sachs
New York
$162M -$5.76M -76,011 -3%
EWM
22
Empirical Wealth Management
Washington
$153M +$1.24M +16,376 +0.8%
Fisher Asset Management
23
Fisher Asset Management
Washington
$148M -$4.86M -64,158 -3%
Corient Private Wealth
24
Corient Private Wealth
Florida
$143M +$1.52M +20,126 +1%
Ameriprise
25
Ameriprise
Minnesota
$141M -$20M -264,070 -13%

VCSH Hedge Fund Activity: Q4 2023 in Review

1,285 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Corporate Bond ETF (VCSH) for Q4 2023, worth a combined $25.9B — up 2.4% from $25.3B a quarter earlier.

Buyers outnumbered sellers: 175 funds opened new VCSH positions and 87 closed out — a net gain of 88 holders — while 397 added to existing stakes and 578 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.34B. The largest seller was US Bancorp, cutting an estimated $1.09B.

  • 1,285 institutional investors held Vanguard Short-Term Corporate Bond ETF (VCSH) as of Q4 2023, up from 1,214 in Q3 2023.
  • Funds reported $25.9B of Vanguard Short-Term Corporate Bond ETF stock for Q4 2023, up 2.4% quarter-over-quarter.
  • 175 funds opened new Vanguard Short-Term Corporate Bond ETF positions in Q4 2023 and 87 closed out, a net change of +88 holders.
  • The largest Vanguard Short-Term Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1.34B added.
  • The largest Vanguard Short-Term Corporate Bond ETF seller in Q4 2023 was US Bancorp, an estimated $1.09B sold.

Based on aggregated 13F filings for Q4 2023.