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Vanguard Total Corporate Bond ETF

70 hedge funds and large institutions have $160M invested in Vanguard Total Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 11

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

16% more capital invested

Capital invested by funds: $138M → $160M (+$22.5M)

9% more funds holding

Funds holding: 6470 (+6)

1.33% more ownership

Funds ownership: 21.33%22.66% (+1.3%)

Holders
70
Holders Change
+6
Holders Change %
+9.38%
% of All Funds
1.24%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
14
Increased
35
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
26
Simplicity Solutions
Minnesota
$870K +$238K +2,562 +38%
PWM
27
Perigon Wealth Management
California
$822K +$39.9K +429 +5%
MA
28
Mutual Advisors
Nebraska
$811K +$801K +8,614 New
IDA
29
Intelligence Driven Advisers
California
$779K +$770K +8,278 New
SPIA
30
Steward Partners Investment Advisory
New York
$737K +$186K +1,998 +34%
SWA
31
Sax Wealth Advisors
New Jersey
$726K +$717K +7,711 New
JPLA
32
Joseph P. Lucia & Associates
New York
$660K +$228K +2,450 +54%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$649K +$46.9K +504 +8%
MML Investors Services
34
MML Investors Services
Massachusetts
$610K +$97.4K +1,048 +19%
KA
35
Kovack Advisors
Florida
$588K +$49.5K +532 +9%
KAS
36
Kestra Advisory Services
Texas
$552K +$537K +5,772 +5,772%
BA
37
Bristlecone Advisors
Washington
$494K +$10K +108 +2%
ASN
38
Advisory Services Network
Georgia
$447K -$4.83K -52 -1%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$438K
PB
40
Pinnacle Bancorp
Nebraska
$406K +$199K +2,140 +99%
FIA
41
Foundations Investment Advisors
Arizona
$386K +$387K +4,161 New
BCA
42
Biltmore Capital Advisors
New Jersey
$363K
PWC
43
PYA Waltman Capital
Tennessee
$335K +$16.9K +182 +5%
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$329K +$33.3K +358 +11%
NPF
45
Norris Perne & French
Michigan
$327K +$744 +8 +0.2%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$324K +$37.7K +406 +13%
APA
47
American Portfolios Advisors
New York
$315K +$36.9K +397 +13%
CAN
48
Cetera Advisor Networks
California
$304K +$2.98K +32 +1%
Kovitz Investment Group Partners
49
Kovitz Investment Group Partners
Illinois
$299K -$11.2K -120 -4%
EIP
50
Ellis Investment Partners
Pennsylvania
$280K -$36.7K -395 -12%

VTC Hedge Fund Activity: Q4 2020 in Review

70 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Corporate Bond ETF (VTC) for Q4 2020, worth a combined $160M — up 16% from $138M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new VTC positions and 6 closed out — a net gain of 8 holders — while 35 added to existing stakes and 11 trimmed.

The largest buyer was 20/20 Capital Management, adding an estimated $4.31M. The largest seller was Jane Street, cutting an estimated $12.7M.

  • 70 institutional investors held Vanguard Total Corporate Bond ETF (VTC) as of Q4 2020, up from 64 in Q3 2020.
  • Funds reported $160M of Vanguard Total Corporate Bond ETF stock for Q4 2020, up 16% quarter-over-quarter.
  • 14 funds opened new Vanguard Total Corporate Bond ETF positions in Q4 2020 and 6 closed out, a net change of +8 holders.
  • The largest Vanguard Total Corporate Bond ETF buyer in Q4 2020 was 20/20 Capital Management, an estimated $4.31M added.
  • The largest Vanguard Total Corporate Bond ETF seller in Q4 2020 was Jane Street, an estimated $12.7M sold.

Based on aggregated 13F filings for Q4 2020.