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Vanguard Total Corporate Bond ETF
VTC

75 hedge funds and large institutions have $531M invested in Vanguard Total Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

159% more capital invested

Capital invested by funds: $205M → $531M (+$326M)

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

23.64% more ownership

Funds ownership: 36.91% → 60.55% (+24%)

3% more funds holding

Funds holding: 73 → 75 (+2)

4% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 24

Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
1.21%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
16
Increased
23
Reduced
24
Closed
12
Calls
$386K
Puts
–
Net Calls
+$386K
Net Calls Change
-$35K

Top Buyers

1
RWP
RWA Wealth Partners
Massachusetts
+$273M
2
CAAS
Capital Asset Advisory Services
Michigan
+$45.8M
3
GWM
GDS Wealth Management
Texas
+$8.21M
4
WPC
Wedmont Private Capital
Pennsylvania
+$6.08M
5
CAN
Cetera Advisor Networks
California
+$5.83M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$36.9M
2
Bank of America
Bank of America
North Carolina
-$4.1M
3
Jane Street
Jane Street
New York
-$1.59M
4
FRA
Frank Rimerman Advisors
California
-$696K
5
Creative Planning
Creative Planning
Kansas
-$602K
Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
26
G2 Capital Management
Ohio
$933K – – –
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$896K -$76.8K -1,042 -8%
Ameriprise
28
Ameriprise
Minnesota
$882K +$168K +2,275 +24%
AWM
29
AE Wealth Management
Kansas
$845K -$156K -2,112 -16%
CPIG
30
Chicago Partners Investment Group
Illinois
$838K +$7.07K +96 +0.9%
KA
31
Kovack Advisors
Florida
$668K -$36.8K -500 -5%
Osaic Holdings
32
Osaic Holdings
Arizona
$659K +$103K +1,397 +19%
SWA
33
Sax Wealth Advisors
New Jersey
$543K -$140K -1,903 -21%
PB
34
Pinnacle Bancorp
Nebraska
$533K -$9.58K -130 -2%
MA
35
Mutual Advisors
Nebraska
$475K -$5.45K -74 -1%
National Bank of Canada
36
National Bank of Canada
Quebec, Canada
$456K +$453K +6,149 New
BA
37
Bristlecone Advisors
Washington
$416K +$9.8K +133 +2%
Fiera Capital (Canada)
38
Fiera Capital (Canada)
Quebec, Canada
$389K +$111K +1,507 +40%
LJAC
39
L.J. Altfest & Co
New York
$384K -$9.58K -130 -2%
RSWM
40
Robertson Stephens Wealth Management
California
$381K – – –
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$352K -$423K -5,742 -55%
BL
42
BFSG LLC
California
$315K +$3.61K +49 +1%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$312K +$21.4K +290 +7%
KAS
44
Kestra Advisory Services
Texas
$297K +$3.24K +44 +1%
FPCP
45
Fort Point Capital Partners
California
$289K +$287K +3,892 New
VFPI
46
Vantage Financial Partners (Illinois)
Illinois
$278K – – –
PIP
47
Peachtree Investment Partners
Florida
$270K – – –
IAG
48
Investment Advisory Group
Massachusetts
$243K – – –
ASN
49
Advisory Services Network
Georgia
$239K +$237K +3,213 New
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$226K -$68K -923 -23%
1
2
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VTC Hedge Fund Activity: Q4 2022 in Review

75 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Corporate Bond ETF (VTC) for Q4 2022, worth a combined $531M — up 159% from $205M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new VTC positions and 12 closed out — a net gain of 4 holders — while 23 added to existing stakes and 24 trimmed.

The largest buyer was RWA Wealth Partners, adding an estimated $273M. The largest seller was Envestnet Asset Management, cutting an estimated $36.9M.

  • 75 institutional investors held Vanguard Total Corporate Bond ETF (VTC) as of Q4 2022, up from 73 in Q3 2022.
  • Funds reported $531M of Vanguard Total Corporate Bond ETF stock for Q4 2022, up 159% quarter-over-quarter.
  • 16 funds opened new Vanguard Total Corporate Bond ETF positions in Q4 2022 and 12 closed out, a net change of +4 holders.
  • The largest Vanguard Total Corporate Bond ETF buyer in Q4 2022 was RWA Wealth Partners, an estimated $273M added.
  • The largest Vanguard Total Corporate Bond ETF seller in Q4 2022 was Envestnet Asset Management, an estimated $36.9M sold.

Based on aggregated 13F filings for Q4 2022.