Vanguard Total Corporate Bond ETF
80 hedge funds and large institutions have $511M invested in Vanguard Total Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 21 reducing their positions, and 14 closing their positions.
62% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 21
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
14% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 14
3% more funds holding
Funds holding: 78 → 80 (+2)
16.43% less ownership
Funds ownership: 60.21% → 43.79% (-16%)
26% less capital invested
Capital invested by funds: $693M → $511M (-$182M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NL
NEPC LLC
Boston,
Massachusetts
|
+$73.2M |
| 2 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$50.6M |
| 3 |
Comerica Bank
Dallas,
Texas
|
+$14.6M |
| 4 |
Jane Street
New York
|
+$6.5M |
| 5 |
WPC
Wedmont Private Capital
West Chester,
Pennsylvania
|
+$5.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$278M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$18.9M |
| 3 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
-$14.9M |
| 4 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
-$14.1M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$4.93M |
VTC Hedge Fund Activity: Q3 2023 in Review
80 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Corporate Bond ETF (VTC) for Q3 2023, worth a combined $511M — down 26% from $693M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new VTC positions and 14 closed out — a net gain of 2 holders — while 34 added to existing stakes and 21 trimmed.
The largest buyer was NEPC LLC, opening a new position worth an estimated $73.2M. The largest seller was RWA Wealth Partners, cutting an estimated $278M.
- 80 institutional investors held Vanguard Total Corporate Bond ETF (VTC) as of Q3 2023, up from 78 in Q2 2023.
- Funds reported $511M of Vanguard Total Corporate Bond ETF stock for Q3 2023, down 26% quarter-over-quarter.
- 16 funds opened new Vanguard Total Corporate Bond ETF positions in Q3 2023 and 14 closed out, a net change of +2 holders.
- The largest Vanguard Total Corporate Bond ETF buyer in Q3 2023 was NEPC LLC, an estimated $73.2M added.
- The largest Vanguard Total Corporate Bond ETF seller in Q3 2023 was RWA Wealth Partners, an estimated $278M sold.
Based on aggregated 13F filings for Q3 2023.