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Vanguard Total Corporate Bond ETF

64 hedge funds and large institutions have $138M invested in Vanguard Total Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 2

371% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 7

41% more capital invested

Capital invested by funds: $98M → $138M (+$39.8M)

25% more funds holding

Funds holding: 5164 (+13)

1.54% more ownership

Funds ownership: 19.79%21.33% (+1.5%)

Holders
64
Holders Change
+13
Holders Change %
+25.49%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
33
Reduced
7
Closed
2
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
$35.9M +$3.6M +38,635 +11%
JIP
2
JBJ Investment Partners
South Carolina
$17.5M +$13.2M +141,325 +292%
Jane Street
3
Jane Street
New York
$15.8M +$1.83M +19,649 +13%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.49M +$1.17M +12,558 +14%
LPL Financial
5
LPL Financial
California
$9.19M +$1.29M +13,831 +16%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$5.07M +$5.12M +55,000 New
PIP
7
Peachtree Investment Partners
Florida
$2.84M +$1.83M +19,696 +178%
EF
8
Empowered Funds
Pennsylvania
$2.78M +$2.82M +30,259 New
PAG
9
Private Advisor Group
New Jersey
$2.77M +$317K +3,401 +13%
UBS Group
10
UBS Group
Switzerland
$2.55M -$194K -2,088 -7%
Ameriprise
11
Ameriprise
Minnesota
$2.32M +$1.69M +18,175 +258%
AWM
12
AE Wealth Management
Kansas
$2.32M -$821K -8,825 -26%
CCA
13
Checchi Capital Advisers
California
$2.24M
FAAS
14
First Allied Advisory Services
California
$2.24M +$1.29M +13,914 +134%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.88M +$372K +3,994 +24%
Citadel Advisors
16
Citadel Advisors
Florida
$1.85M +$1.87M +20,114 New
RJA
17
Raymond James & Associates
Florida
$1.81M +$1.83M +19,621 New
LIA
18
LS Investment Advisors
Michigan
$1.53M +$74.4K +800 +5%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.46M +$432K +4,639 +42%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.25M -$408K -4,384 -24%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.07M +$13K +140 +1%
TFA
22
Teamwork Financial Advisors
Texas
$962K -$497K -5,339 -34%
KM
23
Kalos Management
Georgia
$929K +$940K +10,096 New
PWM
24
Perigon Wealth Management
California
$765K +$63.7K +684 +9%
KPWS
25
Kestra Private Wealth Services
Texas
$627K +$633K +6,805 New

VTC Hedge Fund Activity: Q3 2020 in Review

64 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Corporate Bond ETF (VTC) for Q3 2020, worth a combined $138M — up 41% from $98M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new VTC positions and 2 closed out — a net gain of 14 holders — while 33 added to existing stakes and 7 trimmed.

The largest buyer was JBJ Investment Partners, adding an estimated $13.2M. The largest seller was Old Mission Capital, cutting an estimated $1.56M.

  • 64 institutional investors held Vanguard Total Corporate Bond ETF (VTC) as of Q3 2020, up from 51 in Q2 2020.
  • Funds reported $138M of Vanguard Total Corporate Bond ETF stock for Q3 2020, up 41% quarter-over-quarter.
  • 16 funds opened new Vanguard Total Corporate Bond ETF positions in Q3 2020 and 2 closed out, a net change of +14 holders.
  • The largest Vanguard Total Corporate Bond ETF buyer in Q3 2020 was JBJ Investment Partners, an estimated $13.2M added.
  • The largest Vanguard Total Corporate Bond ETF seller in Q3 2020 was Old Mission Capital, an estimated $1.56M sold.

Based on aggregated 13F filings for Q3 2020.