Vanguard Total Corporate Bond ETF
73 hedge funds and large institutions have $205M invested in Vanguard Total Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 8 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 21
18% more capital invested
Capital invested by funds: $174M → $205M (+$31M)
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
5.51% more ownership
Funds ownership: 31.4% → 36.91% (+5.5%)
1% more funds holding
Funds holding: 72 → 73 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$38.6M |
| 2 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
+$14.3M |
| 3 |
WFA
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
+$1.95M |
| 4 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$1.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
-$6.47M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$4.59M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.76M |
| 4 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$1.23M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.06M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFGIA
76
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$268K | -3,472 | Closed |
|
77
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$206K | -2,680 | Closed |
|
78
Stifel Financial
St. Louis,
Missouri
| – | -$205K | -2,659 | Closed |
|
|
KTC
79
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| – | -$145K | -1,880 | Closed |
|
|
JPLA
80
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| – | -$96K | -1,240 | Closed |
|
VTC Hedge Fund Activity: Q3 2022 in Review
73 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Corporate Bond ETF (VTC) for Q3 2022, worth a combined $205M — up 18% from $174M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new VTC positions and 8 closed out — a net gain of 1 holder — while 27 added to existing stakes and 21 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $38.6M. The largest seller was Capital Asset Advisory Services, exiting entirely with an estimated $6.47M sold.
- 73 institutional investors held Vanguard Total Corporate Bond ETF (VTC) as of Q3 2022, up from 72 in Q2 2022.
- Funds reported $205M of Vanguard Total Corporate Bond ETF stock for Q3 2022, up 18% quarter-over-quarter.
- 9 funds opened new Vanguard Total Corporate Bond ETF positions in Q3 2022 and 8 closed out, a net change of +1 holder.
- The largest Vanguard Total Corporate Bond ETF buyer in Q3 2022 was Envestnet Asset Management, an estimated $38.6M added.
- The largest Vanguard Total Corporate Bond ETF seller in Q3 2022 was Capital Asset Advisory Services, an estimated $6.47M sold.
Based on aggregated 13F filings for Q3 2022.