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Vanguard Total Corporate Bond ETF

31 hedge funds and large institutions have $55.1M invested in Vanguard Total Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,700% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 1

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

23% more capital invested

Capital invested by funds: $44.9M → $55.1M (+$10.3M)

15% more funds holding

Funds holding: 2731 (+4)

4.06% less ownership

Funds ownership: 21.59%17.53% (-4.1%)

Holders
31
Holders Change
+4
Holders Change %
+14.81%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
18
Reduced
1
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$18.7M +$4.37M +49,516 +31%
LPL Financial
2
LPL Financial
California
$15.6M +$389K +4,405 +3%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.72M +$1.83M +20,706 +97%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.04M +$2.1M +23,811 +227%
UBS Group
5
UBS Group
Switzerland
$1.97M +$138K +1,567 +8%
LIA
6
LS Investment Advisors
Michigan
$1.48M +$88.3K +1,000 +6%
PIP
7
Peachtree Investment Partners
Florida
$1.25M +$328K +3,708 +36%
AWM
8
AE Wealth Management
Kansas
$1.12M +$1.12M +12,623 New
TFA
9
Teamwork Financial Advisors
Texas
$1.04M +$1.04M +11,792 New
PAG
10
Private Advisor Group
New Jersey
$900K +$69.1K +782 +8%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$867K +$236K +2,676 +38%
FAAS
12
First Allied Advisory Services
California
$840K +$835K +9,455 New
KM
13
Kalos Management
Georgia
$786K +$770K +8,717 New
ASN
14
Advisory Services Network
Georgia
$489K +$165K +1,863 +51%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$469K +$99.9K +1,131 +27%
AG
16
Advisor Group
Arizona
$398K +$177 +2 +0%
SPIA
17
Steward Partners Investment Advisory
New York
$314K -$1.24K -14 -0.4%
Kovitz Investment Group Partners
18
Kovitz Investment Group Partners
Illinois
$294K
APA
19
American Portfolios Advisors
New York
$279K +$67.1K +760 +32%
NPF
20
Norris Perne & French
Michigan
$234K +$19.9K +225 +9%
CFD
21
Creative Financial Designs
Indiana
$227K +$112K +1,266 +98%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$221K
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$204K +$203K +2,303 New
AA
24
Ancora Advisors
Ohio
$151K +$150K +1,700 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$121K +$117K +1,330 +3,325%

VTC Hedge Fund Activity: Q4 2019 in Review

31 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Corporate Bond ETF (VTC) for Q4 2019, worth a combined $55.1M — up 23% from $44.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new VTC positions and 4 closed out — a net gain of 5 holders — while 18 added to existing stakes and 1 trimmed.

The largest buyer was Bank of America, adding an estimated $4.37M. The largest seller was Jane Street, exiting entirely with an estimated $3.82M sold.

  • 31 institutional investors held Vanguard Total Corporate Bond ETF (VTC) as of Q4 2019, up from 27 in Q3 2019.
  • Funds reported $55.1M of Vanguard Total Corporate Bond ETF stock for Q4 2019, up 23% quarter-over-quarter.
  • 9 funds opened new Vanguard Total Corporate Bond ETF positions in Q4 2019 and 4 closed out, a net change of +5 holders.
  • The largest Vanguard Total Corporate Bond ETF buyer in Q4 2019 was Bank of America, an estimated $4.37M added.
  • The largest Vanguard Total Corporate Bond ETF seller in Q4 2019 was Jane Street, an estimated $3.82M sold.

Based on aggregated 13F filings for Q4 2019.