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Vanguard Total Corporate Bond ETF

44 hedge funds and large institutions have $77.8M invested in Vanguard Total Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

200% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 5

42% more funds holding

Funds holding: 3144 (+13)

41% more capital invested

Capital invested by funds: $55.1M → $77.8M (+$22.6M)

4.26% more ownership

Funds ownership: 17.53%21.79% (+4.3%)

Holders
44
Holders Change
+13
Holders Change %
+41.94%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
15
Reduced
5
Closed
3
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
$25.4M +$7.6M +86,196 +41%
LPL Financial
2
LPL Financial
California
$16.3M +$1.27M +14,385 +8%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$6.47M +$2.98M +33,760 +80%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.86M +$3.03M +34,338 +100%
JIP
5
JBJ Investment Partners
South Carolina
$3.8M +$3.92M +44,533 New
UBS Group
6
UBS Group
Switzerland
$2.44M +$552K +6,260 +28%
PAG
7
Private Advisor Group
New Jersey
$2.01M +$1.18M +13,400 +132%
CCA
8
Checchi Capital Advisers
California
$1.83M +$1.89M +21,431 New
AWM
9
AE Wealth Management
Kansas
$1.82M +$763K +8,662 +69%
TFA
10
Teamwork Financial Advisors
Texas
$1.46M +$469K +5,323 +45%
LIA
11
LS Investment Advisors
Michigan
$1.36M -$61.7K -700 -4%
Osaic Holdings
12
Osaic Holdings
Arizona
$981K +$1.01M +11,501 New
HHRDM
13
H&H Retirement Design & Management
Nevada
$876K +$904K +10,261 New
FAAS
14
First Allied Advisory Services
California
$792K -$16K -182 -2%
Jane Street
15
Jane Street
New York
$748K +$772K +8,757 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$482K +$31.3K +355 +7%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$471K +$365K +4,145 +303%
SPIA
18
Steward Partners Investment Advisory
New York
$444K +$146K +1,660 +47%
ASN
19
Advisory Services Network
Georgia
$386K -$87.5K -993 -18%
FFN
20
Focus Financial Network
Minnesota
$371K +$383K +4,342 New
SS
21
Simplicity Solutions
Minnesota
$356K +$367K +4,170 New
Kovitz Investment Group Partners
22
Kovitz Investment Group Partners
Illinois
$279K -$5.29K -60 -2%
APA
23
American Portfolios Advisors
New York
$272K +$2.64K +30 +1%
CAN
24
Cetera Advisor Networks
California
$249K +$257K +2,919 New
MML Investors Services
25
MML Investors Services
Massachusetts
$236K +$243K +2,759 New

VTC Hedge Fund Activity: Q1 2020 in Review

44 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Corporate Bond ETF (VTC) for Q1 2020, worth a combined $77.8M — up 41% from $55.1M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new VTC positions and 3 closed out — a net gain of 15 holders — while 15 added to existing stakes and 5 trimmed.

The largest buyer was Bank of America, adding an estimated $7.6M. The largest seller was Peachtree Investment Partners, exiting entirely with an estimated $1.25M sold.

  • 44 institutional investors held Vanguard Total Corporate Bond ETF (VTC) as of Q1 2020, up from 31 in Q4 2019.
  • Funds reported $77.8M of Vanguard Total Corporate Bond ETF stock for Q1 2020, up 41% quarter-over-quarter.
  • 18 funds opened new Vanguard Total Corporate Bond ETF positions in Q1 2020 and 3 closed out, a net change of +15 holders.
  • The largest Vanguard Total Corporate Bond ETF buyer in Q1 2020 was Bank of America, an estimated $7.6M added.
  • The largest Vanguard Total Corporate Bond ETF seller in Q1 2020 was Peachtree Investment Partners, an estimated $1.25M sold.

Based on aggregated 13F filings for Q1 2020.