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Vanguard Total Corporate Bond ETF

72 hedge funds and large institutions have $174M invested in Vanguard Total Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

9% more funds holding

Funds holding: 6672 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.64% less ownership

Funds ownership: 32.04%31.4% (-0.64%)

15% less capital invested

Capital invested by funds: $204M → $174M (-$30M)

50% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 30

Holders
72
Holders Change
+6
Holders Change %
+9.09%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
15
Reduced
30
Closed
7
Calls
$432K
Puts
Net Calls
+$432K
Net Calls Change
+$73K
Name Holding Trade Value Shares
Change
Change in
Stake
MA
26
Mutual Advisors
Nebraska
$790K +$77.5K +984 +11%
Ameriprise
27
Ameriprise
Minnesota
$755K -$748K -9,501 -49%
FRA
28
Frank Rimerman Advisors
California
$739K +$755K +9,593 New
KA
29
Kovack Advisors
Florida
$720K +$90.2K +1,145 +14%
SWA
30
Sax Wealth Advisors
New Jersey
$710K -$178K -2,256 -20%
Osaic Holdings
31
Osaic Holdings
Arizona
$674K +$37.6K +477 +6%
JP Morgan Chase
32
JP Morgan Chase
New York
$520K +$532K +6,753 New
CAN
33
Cetera Advisor Networks
California
$494K -$174K -2,206 -26%
COCM
34
Charter Oak Capital Management
New Hampshire
$462K +$472K +6,000 New
TNB
35
Thomasville National Bank
Georgia
$457K -$50.2K -637 -10%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$438K
BA
37
Bristlecone Advisors
Washington
$421K -$19.2K -244 -4%
RSWM
38
Robertson Stephens Wealth Management
California
$395K -$695K -8,830 -63%
PB
39
Pinnacle Bancorp
Nebraska
$332K
BL
40
BFSG LLC
California
$321K +$2.28K +29 +0.7%
KAS
41
Kestra Advisory Services
Texas
$304K -$35.1K -446 -10%
Fiera Capital (Canada)
42
Fiera Capital (Canada)
Quebec, Canada
$299K +$306K +3,880 New
VFPI
43
Vantage Financial Partners (Illinois)
Illinois
$288K +$294K +3,736 New
PIP
44
Peachtree Investment Partners
Florida
$280K
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$268K -$49.7K -631 -15%
LJAC
46
L.J. Altfest & Co
New York
$257K +$263K +3,336 New
EIP
47
Ellis Investment Partners
Pennsylvania
$236K +$1.65K +21 +0.7%
IAG
48
Investment Advisory Group
Massachusetts
$236K +$243K +3,082 New
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$228K
Bank of New York Mellon
50
Bank of New York Mellon
New York
$224K -$18.5K -235 -7%

VTC Hedge Fund Activity: Q2 2022 in Review

72 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Corporate Bond ETF (VTC) for Q2 2022, worth a combined $174M — down 15% from $204M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new VTC positions and 7 closed out — a net gain of 6 holders — while 15 added to existing stakes and 30 trimmed.

The largest buyer was Wedmont Private Capital, adding an estimated $2.61M. The largest seller was Creative Planning, cutting an estimated $5.48M.

  • 72 institutional investors held Vanguard Total Corporate Bond ETF (VTC) as of Q2 2022, up from 66 in Q1 2022.
  • Funds reported $174M of Vanguard Total Corporate Bond ETF stock for Q2 2022, down 15% quarter-over-quarter.
  • 13 funds opened new Vanguard Total Corporate Bond ETF positions in Q2 2022 and 7 closed out, a net change of +6 holders.
  • The largest Vanguard Total Corporate Bond ETF buyer in Q2 2022 was Wedmont Private Capital, an estimated $2.61M added.
  • The largest Vanguard Total Corporate Bond ETF seller in Q2 2022 was Creative Planning, an estimated $5.48M sold.

Based on aggregated 13F filings for Q2 2022.