We are live on ! Find out more
VTC icon

Vanguard Total Corporate Bond ETF
VTC

100 hedge funds and large institutions have $511M invested in Vanguard Total Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 32 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 6

25% more funds holding

Funds holding: 80 → 100 (+20)

14% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 28

11.93% more ownership

Funds ownership: 43.79% → 55.72% (+12%)

0% more capital invested

Capital invested by funds: $511M → $511M (+$171K)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
100
Holders Change
+20
Holders Change %
+25%
% of All Funds
1.46%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
26
Increased
32
Reduced
28
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FAIM
Financial Advocates Investment Management
Washington
+$11.1M
2
WPC
Wedmont Private Capital
Pennsylvania
+$8.34M
3
NL
NEPC LLC
Massachusetts
+$5.1M
4
UBS Group
UBS Group
Switzerland
+$3.23M
5
MCCA
Mill Creek Capital Advisors
Pennsylvania
+$2.93M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$30M
2
Comerica Bank
Comerica Bank
Texas
-$14.4M
3
Jane Street
Jane Street
New York
-$13.8M
4
RWP
RWA Wealth Partners
Massachusetts
-$12.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
76
Creative Financial Designs
Indiana
$79.8K – – –
LFG
77
Larson Financial Group
Missouri
$75K +$1.92K +26 +3%
LIWM
78
Long Island Wealth Management
New York
$50K +$47.1K +640 New
Comerica Bank
79
Comerica Bank
Texas
$48.2K -$14.4M -195,289 -100%
DCM
80
Davis Capital Management
Florida
$45K +$42.8K +581 New
Qube Research & Technologies (QRT)
81
Qube Research & Technologies (QRT)
United Kingdom
$44.2K – – –
ASN
82
Advisory Services Network
Georgia
$42.1K +$40K +543 New
NS
83
NBC Securities
Alabama
$36K – – –
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$22K +$20.9K +284 New
GWM
85
Geneos Wealth Management
Colorado
$21K +$12.6K +171 +171%
OAJ
86
Ogorek Anthony Joseph
New York
$18K – – –
EWA
87
Elevate Wealth Advisory
Georgia
$14.3K +$13.6K +185 New
C
88
Covestor
United Kingdom
$14K – – –
NP
89
NorthRock Partners
Minnesota
$13.3K +$12.6K +171 New
Citigroup
90
Citigroup
New York
$7.75K – – –
SS
91
Sunbelt Securities
Texas
$6.59K – – –
GRP
92
Global Retirement Partners
California
$6.14K +$5.89K +80 New
EWM
93
Evermay Wealth Management
Virginia
$5.74K +$5.45K +74 New
TRCT
94
Tower Research Capital (TRC)
New York
$4.34K +$4.12K +56 New
PTC
95
Private Trust Company
Ohio
$4.26K – – –
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$2.72K -$34.2K -465 -93%
AWM
97
Able Wealth Management
New Jersey
$881 +$810 +11 New
TVAMP
98
Tennessee Valley Asset Management Partners
Tennessee
$839 +$810 +11 New
Fidelity Investments
99
Fidelity Investments
Massachusetts
$310 -$16.1K -218 -98%
Morgan Stanley
100
Morgan Stanley
New York
$270 -$7.51K -102 -98%
1 2 3
4
5

VTC Hedge Fund Activity: Q4 2023 in Review

100 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Corporate Bond ETF (VTC) for Q4 2023, worth a combined $511M — up 0.03% from $511M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new VTC positions and 6 closed out — a net gain of 20 holders — while 32 added to existing stakes and 28 trimmed.

The largest buyer was Financial Advocates Investment Management, adding an estimated $11.1M. The largest seller was Bank of America, cutting an estimated $30M.

  • 100 institutional investors held Vanguard Total Corporate Bond ETF (VTC) as of Q4 2023, up from 80 in Q3 2023.
  • Funds reported $511M of Vanguard Total Corporate Bond ETF stock for Q4 2023, up 0.03% quarter-over-quarter.
  • 26 funds opened new Vanguard Total Corporate Bond ETF positions in Q4 2023 and 6 closed out, a net change of +20 holders.
  • The largest Vanguard Total Corporate Bond ETF buyer in Q4 2023 was Financial Advocates Investment Management, an estimated $11.1M added.
  • The largest Vanguard Total Corporate Bond ETF seller in Q4 2023 was Bank of America, an estimated $30M sold.

Based on aggregated 13F filings for Q4 2023.