Vanguard Total Corporate Bond ETF
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.
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
Top Buyers
Top Sellers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$36.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.1M |
| 3 |
Jane Street
New York
|
-$1.59M |
| 4 |
FRA
Frank Rimerman Advisors
Palo Alto,
California
|
-$696K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$602K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FRA
76
Frank Rimerman Advisors
Palo Alto,
California
| – | -$696K | -9,593 | Closed |
|
|
COCM
77
Charter Oak Capital Management
Portsmouth,
New Hampshire
| – | -$435K | -6,000 | Closed |
|
|
TNB
78
Thomasville National Bank
Thomasville,
Georgia
| – | -$430K | -5,931 | Closed |
|
|
AAS
79
Avantax Advisory Services
Dallas,
Texas
| – | -$247K | -3,409 | Closed |
|
80
Mariner
Overland Park,
Kansas
| – | -$226K | -3,118 | Closed |
|
|
EIP
81
Ellis Investment Partners
Berwyn,
Pennsylvania
| – | -$224K | -3,097 | Closed |
|
|
HI
82
Harbour Investments
Madison,
Wisconsin
| – | -$26K | -342 | Closed |
|
|
SAM
83
Selway Asset Management
| – | -$19K | -265 | Closed |
|
|
TWP
84
TFO Wealth Partners
Maumee,
Ohio
| – | -$11K | -151 | Closed |
|
85
Simplex Trading
Chicago,
Illinois
| – | -$7K | -100 | Closed |
|
|
GWM
86
Geneos Wealth Management
Englewood,
Colorado
| – | -$2K | -33 | Closed |
|
|
HGERS
87
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$2K | -31 | Closed |
|
|
CT
88
Cambridge Trust
Cambridge,
Massachusetts
| – | +$295 | +4 | New |
|
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.