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Vanguard Total Corporate Bond ETF
VTC

75 hedge funds and large institutions have $531M invested in Vanguard Total Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

159% more capital invested

Capital invested by funds: $205M → $531M (+$326M)

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

23.64% more ownership

Funds ownership: 36.91% → 60.55% (+24%)

3% more funds holding

Funds holding: 73 → 75 (+2)

4% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 24

Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
1.21%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
16
Increased
23
Reduced
24
Closed
12
Calls
$386K
Puts
–
Net Calls
+$386K
Net Calls Change
-$35K

Top Buyers

1
RWP
RWA Wealth Partners
Massachusetts
+$273M
2
CAAS
Capital Asset Advisory Services
Michigan
+$45.8M
3
GWM
GDS Wealth Management
Texas
+$8.21M
4
WPC
Wedmont Private Capital
Pennsylvania
+$6.08M
5
CAN
Cetera Advisor Networks
California
+$5.83M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$36.9M
2
Bank of America
Bank of America
North Carolina
-$4.1M
3
Jane Street
Jane Street
New York
-$1.59M
4
FRA
Frank Rimerman Advisors
California
-$696K
5
Creative Planning
Creative Planning
Kansas
-$602K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
51
Bank of New York Mellon
New York
$226K +$9.21K +125 +4%
BWA
52
Beam Wealth Advisors
Louisiana
$208K +$2.36K +32 +1%
NA
53
NewEdge Advisors
Louisiana
$150K +$149K +2,027 New
HGWM
54
Harvest Group Wealth Management
Massachusetts
$148K – – –
AIC
55
Archer Investment Corporation
Indiana
$140K – – –
AA
56
Ancora Advisors
Ohio
$126K – – –
TRCT
57
Tower Research Capital (TRC)
New York
$87K -$162K -2,193 -65%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$81K +$44.2K +600 +120%
Morgan Stanley
59
Morgan Stanley
New York
$74.2K -$55.6K -755 -43%
CFD
60
Creative Financial Designs
Indiana
$41K -$3.39K -46 -8%
Qube Research & Technologies (QRT)
61
Qube Research & Technologies (QRT)
United Kingdom
$39.7K – – –
Fidelity Investments
62
Fidelity Investments
Massachusetts
$37.8K +$37.4K +508 +50,800%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$37.3K -$7.37K -100 -17%
IA
64
IFP Advisors
Florida
$34K +$221 +3 +0.7%
LAM
65
Lakewood Asset Management
Illinois
$31K +$30.6K +415 New
SPIA
66
Steward Partners Investment Advisory
New York
$23.7K -$2.8K -38 -11%
C
67
Covestor
United Kingdom
$23K +$22.4K +304 New
US Bancorp
68
US Bancorp
Minnesota
$13.6K +$13.5K +183 New
RIA
69
Realta Investment Advisors
Delaware
$11.9K – – –
AWM
70
Accel Wealth Management
Iowa
$10K – – –
BTI
71
Blue Trust Inc
Georgia
$8K +$8.1K +110 New
PTC
72
Private Trust Company
Ohio
$4K – – –
PAG
73
Private Advisor Group
New Jersey
$2.68K +$204K +2,774 +8%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$148 +$147 +2 New
Wells Fargo
75
Wells Fargo
California
$148 +$147 +2 New
1 2
3
4

VTC Hedge Fund Activity: Q4 2022 in Review

75 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Corporate Bond ETF (VTC) for Q4 2022, worth a combined $531M — up 159% from $205M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new VTC positions and 12 closed out — a net gain of 4 holders — while 23 added to existing stakes and 24 trimmed.

The largest buyer was RWA Wealth Partners, adding an estimated $273M. The largest seller was Envestnet Asset Management, cutting an estimated $36.9M.

  • 75 institutional investors held Vanguard Total Corporate Bond ETF (VTC) as of Q4 2022, up from 73 in Q3 2022.
  • Funds reported $531M of Vanguard Total Corporate Bond ETF stock for Q4 2022, up 159% quarter-over-quarter.
  • 16 funds opened new Vanguard Total Corporate Bond ETF positions in Q4 2022 and 12 closed out, a net change of +4 holders.
  • The largest Vanguard Total Corporate Bond ETF buyer in Q4 2022 was RWA Wealth Partners, an estimated $273M added.
  • The largest Vanguard Total Corporate Bond ETF seller in Q4 2022 was Envestnet Asset Management, an estimated $36.9M sold.

Based on aggregated 13F filings for Q4 2022.