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Vanguard Total Corporate Bond ETF

44 hedge funds and large institutions have $77.8M invested in Vanguard Total Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

200% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 5

42% more funds holding

Funds holding: 3144 (+13)

41% more capital invested

Capital invested by funds: $55.1M → $77.8M (+$22.6M)

4.26% more ownership

Funds ownership: 17.53%21.79% (+4.3%)

Holders
44
Holders Change
+13
Holders Change %
+41.94%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
15
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
26
Southport Capital Management
Tennessee
$235K +$243K +2,757 New
Citadel Advisors
27
Citadel Advisors
Florida
$234K +$242K +2,746 New
LWS
28
Lucia Wealth Services
California
$229K +$236K +2,683 New
NPF
29
Norris Perne & French
Michigan
$225K
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$193K
PB
31
Pinnacle Bancorp
Nebraska
$149K +$153K +1,740 New
AA
32
Ancora Advisors
Ohio
$145K
SF
33
Synovus Financial
Georgia
$144K +$119K +1,354 +426%
CFD
34
Creative Financial Designs
Indiana
$132K -$89.9K -1,020 -40%
AIC
35
Archer Investment Corporation
Indiana
$112K
EIP
36
Ellis Investment Partners
Pennsylvania
$103K +$529 +6 +0.5%
CFA
37
Carroll Financial Associates
North Carolina
$102K
Fidelity Investments
38
Fidelity Investments
Massachusetts
$31K +$30.1K +341 +1,624%
TRCT
39
Tower Research Capital (TRC)
New York
$17K +$17.9K +203 New
BW
40
Bison Wealth
Georgia
$11K
Citigroup
41
Citigroup
New York
$9K +$8.81K +100 New
DCM
42
Davis Capital Management
Florida
$3K +$2.82K +32 New
PIP
43
Peachtree Investment Partners
Florida
-$1.25M -14,136 Closed
KM
44
Kalos Management
Georgia
-$786K -8,717 Closed
RJFSA
45
Raymond James Financial Services Advisors
Florida
-$221K -2,496 Closed
Wells Fargo
46
Wells Fargo
California
+$88 +1 New
TWP
47
TFO Wealth Partners
Ohio
+$441 +5 New

VTC Hedge Fund Activity: Q1 2020 in Review

44 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Corporate Bond ETF (VTC) for Q1 2020, worth a combined $77.8M — up 41% from $55.1M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new VTC positions and 3 closed out — a net gain of 15 holders — while 15 added to existing stakes and 5 trimmed.

The largest buyer was Bank of America, adding an estimated $7.6M. The largest seller was Peachtree Investment Partners, exiting entirely with an estimated $1.25M sold.

  • 44 institutional investors held Vanguard Total Corporate Bond ETF (VTC) as of Q1 2020, up from 31 in Q4 2019.
  • Funds reported $77.8M of Vanguard Total Corporate Bond ETF stock for Q1 2020, up 41% quarter-over-quarter.
  • 18 funds opened new Vanguard Total Corporate Bond ETF positions in Q1 2020 and 3 closed out, a net change of +15 holders.
  • The largest Vanguard Total Corporate Bond ETF buyer in Q1 2020 was Bank of America, an estimated $7.6M added.
  • The largest Vanguard Total Corporate Bond ETF seller in Q1 2020 was Peachtree Investment Partners, an estimated $1.25M sold.

Based on aggregated 13F filings for Q1 2020.