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Vanguard Total Corporate Bond ETF

78 hedge funds and large institutions have $693M invested in Vanguard Total Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 14

15% more capital invested

Capital invested by funds: $602M → $693M (+$90.8M)

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less funds holding

Funds holding: 7978 (-1)

1.5% less ownership

Funds ownership: 61.71%60.21% (-1.5%)

Holders
78
Holders Change
-1
Holders Change %
-1.27%
% of All Funds
1.22%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
10
Increased
40
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
26
Kestra Private Wealth Services
Texas
$1.78M -$208K -2,743 -10%
Creative Planning
27
Creative Planning
Kansas
$1.62M -$106K -1,395 -6%
PWM
28
Perigon Wealth Management
California
$1.62M +$35.2K +464 +2%
PAG
29
Private Advisor Group
New Jersey
$1.56M -$891K -11,755 -36%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.56M +$1.21M +15,952 +344%
SI
31
Stephens Inc
Arkansas
$1.14M +$67.8K +895 +6%
IAA
32
Independent Advisor Alliance
North Carolina
$983K +$985K +12,990 New
Ameriprise
33
Ameriprise
Minnesota
$887K +$82.5K +1,088 +10%
HI
34
Harbour Investments
Wisconsin
$880K +$882K +11,634 New
Osaic Holdings
35
Osaic Holdings
Arizona
$854K +$314K +4,146 +58%
CPIG
36
Chicago Partners Investment Group
Illinois
$838K +$7.96K +105 +0.9%
AWM
37
AE Wealth Management
Kansas
$728K +$3.41K +45 +0.5%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$702K -$10.4K -137 -1%
National Bank of Canada
39
National Bank of Canada
Quebec, Canada
$662K
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$643K +$23.7K +313 +4%
Citadel Advisors
41
Citadel Advisors
Florida
$575K -$267K -3,521 -32%
SWA
42
Sax Wealth Advisors
New Jersey
$550K -$70.4K -928 -11%
PB
43
Pinnacle Bancorp
Nebraska
$544K
KA
44
Kovack Advisors
Florida
$514K -$30.3K -400 -6%
Mariner
45
Mariner
Kansas
$511K +$4.25K +56 +0.8%
MA
46
Mutual Advisors
Nebraska
$462K -$26.1K -344 -5%
GSEP
47
Golden State Equity Partners
California
$448K +$23.6K +311 +6%
BA
48
Bristlecone Advisors
Washington
$424K
Fiera Capital (Canada)
49
Fiera Capital (Canada)
Quebec, Canada
$396K
AIC
50
Archer Investment Corporation
Indiana
$368K +$225K +2,970 +157%

VTC Hedge Fund Activity: Q2 2023 in Review

78 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Corporate Bond ETF (VTC) for Q2 2023, worth a combined $693M — up 15% from $602M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new VTC positions and 9 closed out — a net gain of 1 holder — while 40 added to existing stakes and 14 trimmed.

The largest buyer was Mill Creek Capital Advisors, opening a new position worth an estimated $43.9M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $7.66M sold.

  • 78 institutional investors held Vanguard Total Corporate Bond ETF (VTC) as of Q2 2023, down from 79 in Q1 2023.
  • Funds reported $693M of Vanguard Total Corporate Bond ETF stock for Q2 2023, up 15% quarter-over-quarter.
  • 10 funds opened new Vanguard Total Corporate Bond ETF positions in Q2 2023 and 9 closed out, a net change of +1 holder.
  • The largest Vanguard Total Corporate Bond ETF buyer in Q2 2023 was Mill Creek Capital Advisors, an estimated $43.9M added.
  • The largest Vanguard Total Corporate Bond ETF seller in Q2 2023 was Mirae Asset Global Investments, an estimated $7.66M sold.

Based on aggregated 13F filings for Q2 2023.