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Vanguard Total Corporate Bond ETF

64 hedge funds and large institutions have $138M invested in Vanguard Total Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 2

371% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 7

41% more capital invested

Capital invested by funds: $98M → $138M (+$39.8M)

25% more funds holding

Funds holding: 5164 (+13)

1.54% more ownership

Funds ownership: 19.79%21.33% (+1.5%)

Holders
64
Holders Change
+13
Holders Change %
+25.49%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
33
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
26
Simplicity Solutions
Minnesota
$616K -$40.2K -432 -6%
KAS
27
Kestra Advisory Services
Texas
$614K +$9.31K +100 New
AA
28
Ancora Advisors
Ohio
$603K +$9.03K +97 +2%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$589K +$69.6K +748 +13%
SPIA
30
Steward Partners Investment Advisory
New York
$538K +$30.2K +324 +6%
KA
31
Kovack Advisors
Florida
$527K +$283K +3,038 +113%
MML Investors Services
32
MML Investors Services
Massachusetts
$500K +$75.9K +816 +18%
BA
33
Bristlecone Advisors
Washington
$474K
ASN
34
Advisory Services Network
Georgia
$442K +$12.8K +138 +3%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$429K +$433K +4,654 New
JPLA
36
Joseph P. Lucia & Associates
New York
$420K +$424K +4,555 New
BCA
37
Biltmore Capital Advisors
New Jersey
$356K +$359K +3,858 New
NPF
38
Norris Perne & French
Michigan
$319K +$76.3K +820 +31%
FFN
39
Focus Financial Network
Minnesota
$312K +$315K +3,389 New
PWC
40
PYA Waltman Capital
Tennessee
$311K +$314K +3,372 New
22CM
41
20/20 Capital Management
California
$311K +$314K +3,374 New
EIP
42
Ellis Investment Partners
Pennsylvania
$310K +$2.05K +22 +0.7%
Kovitz Investment Group Partners
43
Kovitz Investment Group Partners
Illinois
$304K +$6.98K +75 +2%
CAN
44
Cetera Advisor Networks
California
$295K
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$289K +$148K +1,591 +103%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$279K +$33K +355 +13%
QCM
47
Quest Capital Management
Texas
$273K +$276K +2,965 New
APA
48
American Portfolios Advisors
New York
$271K +$136K +1,459 +98%
LWS
49
Lucia Wealth Services
California
$220K -$38.2K -411 -15%
OMC
50
Old Mission Capital
Illinois
$211K -$1.56M -16,761 -88%

VTC Hedge Fund Activity: Q3 2020 in Review

64 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Corporate Bond ETF (VTC) for Q3 2020, worth a combined $138M — up 41% from $98M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new VTC positions and 2 closed out — a net gain of 14 holders — while 33 added to existing stakes and 7 trimmed.

The largest buyer was JBJ Investment Partners, adding an estimated $13.2M. The largest seller was Old Mission Capital, cutting an estimated $1.56M.

  • 64 institutional investors held Vanguard Total Corporate Bond ETF (VTC) as of Q3 2020, up from 51 in Q2 2020.
  • Funds reported $138M of Vanguard Total Corporate Bond ETF stock for Q3 2020, up 41% quarter-over-quarter.
  • 16 funds opened new Vanguard Total Corporate Bond ETF positions in Q3 2020 and 2 closed out, a net change of +14 holders.
  • The largest Vanguard Total Corporate Bond ETF buyer in Q3 2020 was JBJ Investment Partners, an estimated $13.2M added.
  • The largest Vanguard Total Corporate Bond ETF seller in Q3 2020 was Old Mission Capital, an estimated $1.56M sold.

Based on aggregated 13F filings for Q3 2020.