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Vanguard Total Corporate Bond ETF

70 hedge funds and large institutions have $160M invested in Vanguard Total Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 11

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

16% more capital invested

Capital invested by funds: $138M → $160M (+$22.5M)

9% more funds holding

Funds holding: 6470 (+6)

1.33% more ownership

Funds ownership: 21.33%22.66% (+1.3%)

Holders
70
Holders Change
+6
Holders Change %
+9.38%
% of All Funds
1.24%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
14
Increased
35
Reduced
11
Closed
6
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
$37.9M +$1.26M +13,536 +3%
JIP
2
JBJ Investment Partners
South Carolina
$18.4M +$566K +6,084 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$13.6M +$3.82M +41,127 +40%
RH
4
RFG Holdings
Texas
$12.5M +$12.4M +133,012 New
LPL Financial
5
LPL Financial
California
$12.2M +$2.73M +29,362 +29%
SEM
6
Strategic Equity Management
Arizona
$5.96M +$5.88M +63,264 New
22CM
7
20/20 Capital Management
California
$4.61M +$4.31M +46,361 +1,374%
Vanguard Group
8
Vanguard Group
Pennsylvania
$3.85M +$3.81M +40,929 New
Jane Street
9
Jane Street
New York
$3.33M -$12.7M -136,221 -79%
Citadel Advisors
10
Citadel Advisors
Florida
$3.24M +$1.33M +14,262 +71%
UBS Group
11
UBS Group
Switzerland
$2.85M +$245K +2,633 +10%
PAG
12
Private Advisor Group
New Jersey
$2.85M +$13.6K +146 +0.5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.76M +$826K +8,888 +44%
KM
14
Kalos Management
Georgia
$2.7M +$1.72M +18,539 +184%
AWM
15
AE Wealth Management
Kansas
$2.52M +$153K +1,650 +7%
PIP
16
Peachtree Investment Partners
Florida
$2.41M -$480K -5,160 -17%
CCA
17
Checchi Capital Advisers
California
$2.29M -$6.88K -74 -0.3%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$2.07M +$2.04M +21,943 New
RJA
19
Raymond James & Associates
Florida
$1.93M +$81.8K +880 +4%
Ameriprise
20
Ameriprise
Minnesota
$1.58M -$780K -8,388 -33%
LIA
21
LS Investment Advisors
Michigan
$1.57M +$15.1K +162 +1%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.36M -$129K -1,385 -9%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$1.09M
KPWS
24
Kestra Private Wealth Services
Texas
$1.05M +$405K +4,355 +64%
TFA
25
Teamwork Financial Advisors
Texas
$976K -$6.97K -75 -0.7%

VTC Hedge Fund Activity: Q4 2020 in Review

70 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Corporate Bond ETF (VTC) for Q4 2020, worth a combined $160M — up 16% from $138M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new VTC positions and 6 closed out — a net gain of 8 holders — while 35 added to existing stakes and 11 trimmed.

The largest buyer was 20/20 Capital Management, adding an estimated $4.31M. The largest seller was Jane Street, cutting an estimated $12.7M.

  • 70 institutional investors held Vanguard Total Corporate Bond ETF (VTC) as of Q4 2020, up from 64 in Q3 2020.
  • Funds reported $160M of Vanguard Total Corporate Bond ETF stock for Q4 2020, up 16% quarter-over-quarter.
  • 14 funds opened new Vanguard Total Corporate Bond ETF positions in Q4 2020 and 6 closed out, a net change of +8 holders.
  • The largest Vanguard Total Corporate Bond ETF buyer in Q4 2020 was 20/20 Capital Management, an estimated $4.31M added.
  • The largest Vanguard Total Corporate Bond ETF seller in Q4 2020 was Jane Street, an estimated $12.7M sold.

Based on aggregated 13F filings for Q4 2020.