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Vanguard Total Corporate Bond ETF
VTC

100 hedge funds and large institutions have $511M invested in Vanguard Total Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 32 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 6

25% more funds holding

Funds holding: 80 → 100 (+20)

14% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 28

11.93% more ownership

Funds ownership: 43.79% → 55.72% (+12%)

0% more capital invested

Capital invested by funds: $511M → $511M (+$171K)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
100
Holders Change
+20
Holders Change %
+25%
% of All Funds
1.46%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
26
Increased
32
Reduced
28
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FAIM
Financial Advocates Investment Management
Washington
+$11.1M
2
WPC
Wedmont Private Capital
Pennsylvania
+$8.34M
3
NL
NEPC LLC
Massachusetts
+$5.1M
4
UBS Group
UBS Group
Switzerland
+$3.23M
5
MCCA
Mill Creek Capital Advisors
Pennsylvania
+$2.93M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$30M
2
Comerica Bank
Comerica Bank
Texas
-$14.4M
3
Jane Street
Jane Street
New York
-$13.8M
4
RWP
RWA Wealth Partners
Massachusetts
-$12.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWC
26
TD Waterhouse Canada
Ontario, Canada
$2.09M +$29.7K +403 +2%
Ameriprise
27
Ameriprise
Minnesota
$2.03M +$1.09M +14,752 +129%
IAA
28
Independent Advisor Alliance
North Carolina
$2M +$983K +13,344 +100%
KPWS
29
Kestra Private Wealth Services
Texas
$1.87M +$21.2K +288 +1%
BL
30
BFSG LLC
California
$1.8M +$30.6K +416 +2%
AWM
31
AE Wealth Management
Kansas
$1.78M +$1.07M +14,466 +164%
PWM
32
Perigon Wealth Management
California
$1.74M +$53.5K +726 +3%
Osaic Holdings
33
Osaic Holdings
Arizona
$1.65M +$136K +1,843 +10%
Jane Street
34
Jane Street
New York
$1.5M -$13.8M -187,348 -91%
LSAG
35
Lake Street Advisors Group
New Hampshire
$1.48M +$1.4M +19,076 New
PAG
36
Private Advisor Group
New Jersey
$1.33M -$64.3K -873 -5%
FPCP
37
Fort Point Capital Partners
California
$1.21M -$68.4K -929 -6%
SFA
38
Semmax Financial Advisors
North Carolina
$1.15M +$947K +12,855 +546%
Creative Planning
39
Creative Planning
Kansas
$1.11M -$280K -3,802 -21%
SHJ
40
Sharkey, Howes & Javer
Colorado
$1.02M +$353K +4,797 +58%
CCWA
41
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$974K +$926K +12,568 New
RJFSA
42
Raymond James Financial Services Advisors
Florida
$868K -$31.7K -431 -4%
CPIG
43
Chicago Partners Investment Group
Illinois
$868K +$8.76K +119 +1%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$863K +$122K +1,656 +17%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$842K +$800K +10,869 New
HI
46
Harbour Investments
Wisconsin
$827K -$77.7K -1,055 -9%
National Bank of Canada
47
National Bank of Canada
Quebec, Canada
$734K – – –
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$629K +$597K +8,113 New
PB
49
Pinnacle Bancorp
Nebraska
$588K – – –
SWA
50
Sax Wealth Advisors
New Jersey
$516K -$3.98K -54 -0.8%
1
2
3 4 5

VTC Hedge Fund Activity: Q4 2023 in Review

100 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Corporate Bond ETF (VTC) for Q4 2023, worth a combined $511M — up 0.03% from $511M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new VTC positions and 6 closed out — a net gain of 20 holders — while 32 added to existing stakes and 28 trimmed.

The largest buyer was Financial Advocates Investment Management, adding an estimated $11.1M. The largest seller was Bank of America, cutting an estimated $30M.

  • 100 institutional investors held Vanguard Total Corporate Bond ETF (VTC) as of Q4 2023, up from 80 in Q3 2023.
  • Funds reported $511M of Vanguard Total Corporate Bond ETF stock for Q4 2023, up 0.03% quarter-over-quarter.
  • 26 funds opened new Vanguard Total Corporate Bond ETF positions in Q4 2023 and 6 closed out, a net change of +20 holders.
  • The largest Vanguard Total Corporate Bond ETF buyer in Q4 2023 was Financial Advocates Investment Management, an estimated $11.1M added.
  • The largest Vanguard Total Corporate Bond ETF seller in Q4 2023 was Bank of America, an estimated $30M sold.

Based on aggregated 13F filings for Q4 2023.