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Vanguard Total Corporate Bond ETF

64 hedge funds and large institutions have $171M invested in Vanguard Total Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 17

7% more capital invested

Capital invested by funds: $160M → $171M (+$11.1M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.28% less ownership

Funds ownership: 22.66%21.38% (-1.3%)

9% less funds holding

Funds holding: 7064 (-6)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

Holders
64
Holders Change
-6
Holders Change %
-8.57%
% of All Funds
1.12%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
7
Increased
29
Reduced
17
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
51
Ancora Advisors
Ohio
$152K
IAIM
52
International Assets Investment Management
Florida
$134K
CFD
53
Creative Financial Designs
Indiana
$132K -$22.4K -245 -14%
CFA
54
Carroll Financial Associates
North Carolina
$107K
FI
55
FormulaFolio Investments
Michigan
$102K +$103K +1,134 New
PA
56
Parallel Advisors
California
$74K +$91 +1 +0.1%
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$39K +$39.9K +437 New
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$36K
AIC
59
Ameritas Investment Company
Nebraska
$19.3K +$19.7K +216 New
AssetMark Inc
60
AssetMark Inc
California
$14K +$13.9K +152 New
SFS
61
Sowell Financial Services
Arkansas
$13K +$1.73K +19 +15%
AWM
62
Accel Wealth Management
Iowa
$12K
Fidelity Investments
63
Fidelity Investments
Massachusetts
$6K -$2.65K -29 -29%
22CM
64
20/20 Capital Management
California
-$4.61M -49,735 Closed
RJA
65
Raymond James & Associates
Florida
-$1.93M -20,501 Closed
SS
66
Simplicity Solutions
Minnesota
-$870K -9,243 Closed
ASN
67
Advisory Services Network
Georgia
-$447K -4,744 Closed
FIA
68
Foundations Investment Advisors
Arizona
-$386K -4,161 Closed
BCA
69
Biltmore Capital Advisors
New Jersey
-$363K -3,858 Closed
PWC
70
PYA Waltman Capital
Tennessee
-$335K -3,554 Closed
NPF
71
Norris Perne & French
Michigan
-$327K -3,468 Closed
WIA
72
World Investment Advisors
California
-$213K -2,313 Closed
Truist Financial
73
Truist Financial
North Carolina
-$214K -2,273 Closed
HWA
74
HCR Wealth Advisors
California
-$22K -236 Closed
FPCG
75
Fort Pitt Capital Group
Pennsylvania
-$14K -153 Closed

VTC Hedge Fund Activity: Q1 2021 in Review

64 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Corporate Bond ETF (VTC) for Q1 2021, worth a combined $171M — up 7% from $160M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of VTC and 7 opened new positions — a net loss of 6 holders — while 17 trimmed existing stakes and 29 added.

The largest buyer was 55I LLC, opening a new position worth an estimated $31M. The largest seller was RFG Holdings, cutting an estimated $6.04M.

  • 64 institutional investors held Vanguard Total Corporate Bond ETF (VTC) as of Q1 2021, down from 70 in Q4 2020.
  • Funds reported $171M of Vanguard Total Corporate Bond ETF stock for Q1 2021, up 7% quarter-over-quarter.
  • 7 funds opened new Vanguard Total Corporate Bond ETF positions in Q1 2021 and 13 closed out, a net change of -6 holders.
  • The largest Vanguard Total Corporate Bond ETF buyer in Q1 2021 was 55I LLC, an estimated $31M added.
  • The largest Vanguard Total Corporate Bond ETF seller in Q1 2021 was RFG Holdings, an estimated $6.04M sold.

Based on aggregated 13F filings for Q1 2021.