Vanguard Total Corporate Bond ETF
78 hedge funds and large institutions have $693M invested in Vanguard Total Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 14 reducing their positions, and 9 closing their positions.
186% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 14
15% more capital invested
Capital invested by funds: $602M → $693M (+$90.8M)
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1% less funds holding
Funds holding: 79 → 78 (-1)
1.5% less ownership
Funds ownership: 61.71% → 60.21% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCCA
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
+$43.9M |
| 2 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
+$14.9M |
| 3 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$12M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$9.78M |
| 5 |
Jane Street
New York
|
+$7.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$7.66M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$891K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$734K |
| 4 |
AWS
Atria Wealth Solutions
New York
|
-$704K |
| 5 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
-$394K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SS
76
Sunbelt Securities
Houston,
Texas
| $6.43K | – | – | – |
|
|
PTC
77
Private Trust Company
Cleveland,
Ohio
| $4.16K | – | – | – |
|
|
GM
78
GeoWealth Management
Chicago,
Illinois
| $4K | +$3.94K | +52 | New |
|
79
Fifth Third Bancorp
Cincinnati,
Ohio
| $1.06K | +$1.06K | +14 | New |
|
80
Wells Fargo
San Francisco,
California
| $73 | +$76 | +1 | New |
|
|
81
Mirae Asset Global Investments
Seoul,
South Korea
| – | -$7.66M | -100,000 | Closed |
|
|
RSWM
82
Robertson Stephens Wealth Management
San Francisco,
California
| – | -$394K | -5,137 | Closed |
|
83
Bank of New York Mellon
New York
| – | -$246K | -3,205 | Closed |
|
|
ASN
84
Advisory Services Network
Atlanta,
Georgia
| – | -$87K | -1,135 | Closed |
|
|
AAS
85
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$75.8K | -990 | Closed |
|
|
IA
86
IFP Advisors
Tampa,
Florida
| – | -$33.7K | -415 | Closed |
|
|
KM
87
Kalos Management
Alpharetta,
Georgia
| – | -$16.1K | -210 | Closed |
|
|
AWM
88
Accel Wealth Management
Waverly,
Iowa
| – | -$10.3K | -135 | Closed |
|
|
CT
89
Cambridge Trust
Cambridge,
Massachusetts
| – | -$307 | -4 | Closed |
|
VTC Hedge Fund Activity: Q2 2023 in Review
78 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Corporate Bond ETF (VTC) for Q2 2023, worth a combined $693M — up 15% from $602M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new VTC positions and 9 closed out — a net gain of 1 holder — while 40 added to existing stakes and 14 trimmed.
The largest buyer was Mill Creek Capital Advisors, opening a new position worth an estimated $43.9M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $7.66M sold.
- 78 institutional investors held Vanguard Total Corporate Bond ETF (VTC) as of Q2 2023, down from 79 in Q1 2023.
- Funds reported $693M of Vanguard Total Corporate Bond ETF stock for Q2 2023, up 15% quarter-over-quarter.
- 10 funds opened new Vanguard Total Corporate Bond ETF positions in Q2 2023 and 9 closed out, a net change of +1 holder.
- The largest Vanguard Total Corporate Bond ETF buyer in Q2 2023 was Mill Creek Capital Advisors, an estimated $43.9M added.
- The largest Vanguard Total Corporate Bond ETF seller in Q2 2023 was Mirae Asset Global Investments, an estimated $7.66M sold.
Based on aggregated 13F filings for Q2 2023.