Vanguard Total Corporate Bond ETF
79 hedge funds and large institutions have $602M invested in Vanguard Total Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 13 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
31% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 13
23% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 22
13% more capital invested
Capital invested by funds: $531M → $602M (+$71.1M)
5% more funds holding
Funds holding: 75 → 79 (+4)
1.16% more ownership
Funds ownership: 60.55% → 61.71% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
GDS Wealth Management
Flower Mound,
Texas
|
+$12.7M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$11.5M |
| 3 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$8.5M |
| 4 |
WPC
Wedmont Private Capital
West Chester,
Pennsylvania
|
+$4.62M |
| 5 |
Corient Private Wealth
Miami,
Florida
|
+$4.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCM
G2 Capital Management
Columbus,
Ohio
|
-$933K |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$424K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$312K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$297K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$297K |
VTC Hedge Fund Activity: Q1 2023 in Review
79 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Corporate Bond ETF (VTC) for Q1 2023, worth a combined $602M — up 13% from $531M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new VTC positions and 13 closed out — a net gain of 4 holders — while 27 added to existing stakes and 22 trimmed.
The largest buyer was GDS Wealth Management, adding an estimated $12.7M. The largest seller was G2 Capital Management, exiting entirely with an estimated $933K sold.
- 79 institutional investors held Vanguard Total Corporate Bond ETF (VTC) as of Q1 2023, up from 75 in Q4 2022.
- Funds reported $602M of Vanguard Total Corporate Bond ETF stock for Q1 2023, up 13% quarter-over-quarter.
- 17 funds opened new Vanguard Total Corporate Bond ETF positions in Q1 2023 and 13 closed out, a net change of +4 holders.
- The largest Vanguard Total Corporate Bond ETF buyer in Q1 2023 was GDS Wealth Management, an estimated $12.7M added.
- The largest Vanguard Total Corporate Bond ETF seller in Q1 2023 was G2 Capital Management, an estimated $933K sold.
Based on aggregated 13F filings for Q1 2023.