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Vanguard Total Corporate Bond ETF
VTC

100 hedge funds and large institutions have $591M invested in Vanguard Total Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 42 increasing their positions, 22 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 22

16% more capital invested

Capital invested by funds: $511M → $591M (+$79.9M)

3.02% more ownership

Funds ownership: 55.72% → 58.75% (+3%)

0% more funds holding

Funds holding: 100 → 100 (0)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

Holders
100
Holders Change
–
Holders Change %
0%
% of All Funds
1.44%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
16
Increased
42
Reduced
22
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NL
NEPC LLC
Massachusetts
+$53.8M
2
MCCA
Mill Creek Capital Advisors
Pennsylvania
+$16.8M
3
TC
TownSquare Capital
Utah
+$11.1M
4
WPC
Wedmont Private Capital
Pennsylvania
+$3.62M
5
Jane Street
Jane Street
New York
+$3.35M

Top Sellers

Rank Fund Capital Flow
1
GWM
GDS Wealth Management
Texas
-$10.9M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$8.66M
3
IAA
Independent Advisor Alliance
North Carolina
-$1M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$974K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$842K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$2.82M +$1.22K +16 +0%
CAN
27
Cetera Advisor Networks
California
$2.51M +$195K +2,551 +8%
TWC
28
TD Waterhouse Canada
Ontario, Canada
$2.25M +$189K +2,472 +9%
Ameriprise
29
Ameriprise
Minnesota
$2.14M +$130K +1,697 +6%
BL
30
BFSG LLC
California
$2.01M +$228K +2,983 +13%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.83M +$203K +2,650 +12%
PWM
32
Perigon Wealth Management
California
$1.78M +$61.4K +803 +4%
KPWS
33
Kestra Private Wealth Services
Texas
$1.7M -$157K -2,048 -8%
AWM
34
AE Wealth Management
Kansas
$1.67M -$112K -1,467 -6%
LSAG
35
Lake Street Advisors Group
New Hampshire
$1.46M – – –
FPCP
36
Fort Point Capital Partners
California
$1.26M +$65.7K +860 +6%
National Bank of Canada
37
National Bank of Canada
Quebec, Canada
$1.23M +$523K +6,849 +72%
SFA
38
Semmax Financial Advisors
North Carolina
$1.22M +$82.4K +1,078 +7%
PAG
39
Private Advisor Group
New Jersey
$1.21M -$102K -1,337 -8%
IAA
40
Independent Advisor Alliance
North Carolina
$1.04M -$1M -13,139 -49%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$970K +$116K +1,524 +14%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$887K +$28.3K +370 +3%
HI
43
Harbour Investments
Wisconsin
$880K +$62.7K +820 +8%
CPIG
44
Chicago Partners Investment Group
Illinois
$857K +$9.25K +121 +1%
Truist Financial
45
Truist Financial
North Carolina
$663K +$306K +4,003 +86%
BP
46
BNP Paribas
France
$643K +$641K +8,386 New
Creative Planning
47
Creative Planning
Kansas
$620K -$476K -6,234 -44%
RA
48
RFG Advisory
Alabama
$584K +$583K +7,626 New
PB
49
Pinnacle Bancorp
Nebraska
$581K – – –
SWA
50
Sax Wealth Advisors
New Jersey
$499K -$10.6K -139 -2%
1
2
3 4 5

VTC Hedge Fund Activity: Q1 2024 in Review

100 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Corporate Bond ETF (VTC) for Q1 2024, worth a combined $591M — up 16% from $511M a quarter earlier.

Fund positioning in VTC was balanced in Q1 2024: 16 funds opened new positions, 16 closed out, 42 added to existing stakes and 22 trimmed.

The largest buyer was NEPC LLC, adding an estimated $53.8M. The largest seller was GDS Wealth Management, cutting an estimated $10.9M.

  • 100 institutional investors held Vanguard Total Corporate Bond ETF (VTC) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $591M of Vanguard Total Corporate Bond ETF stock for Q1 2024, up 16% quarter-over-quarter.
  • 16 funds opened new Vanguard Total Corporate Bond ETF positions in Q1 2024 and 16 closed out, a net change of 0 holders.
  • The largest Vanguard Total Corporate Bond ETF buyer in Q1 2024 was NEPC LLC, an estimated $53.8M added.
  • The largest Vanguard Total Corporate Bond ETF seller in Q1 2024 was GDS Wealth Management, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2024.