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Vanguard Total Corporate Bond ETF

64 hedge funds and large institutions have $171M invested in Vanguard Total Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 17

7% more capital invested

Capital invested by funds: $160M → $171M (+$11.1M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.28% less ownership

Funds ownership: 22.66%21.38% (-1.3%)

9% less funds holding

Funds holding: 7064 (-6)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

Holders
64
Holders Change
-6
Holders Change %
-8.57%
% of All Funds
1.12%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
7
Increased
29
Reduced
17
Closed
13
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
$32.4M -$3.63M -39,781 -10%
5L
2
55I LLC
Massachusetts
$30.4M +$31M +339,580 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19.8M +$7.02M +76,913 +53%
JIP
4
JBJ Investment Partners
South Carolina
$18M +$494K +5,412 +3%
LPL Financial
5
LPL Financial
California
$10.7M -$821K -8,999 -7%
RH
6
RFG Holdings
Texas
$5.98M -$6.04M -66,133 -50%
SEM
7
Strategic Equity Management
Arizona
$5.61M -$49.6K -543 -0.9%
Vanguard Group
8
Vanguard Group
Pennsylvania
$4.21M +$561K +6,152 +15%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.45M +$853K +9,346 +32%
Citadel Advisors
10
Citadel Advisors
Florida
$3.05M -$24.8K -272 -0.8%
UBS Group
11
UBS Group
Switzerland
$2.83M +$126K +1,383 +5%
PAG
12
Private Advisor Group
New Jersey
$2.75M +$45.9K +503 +2%
AWM
13
AE Wealth Management
Kansas
$2.5M +$111K +1,221 +5%
CCA
14
Checchi Capital Advisers
California
$2.34M +$175K +1,919 +8%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.89M -$74.7K -819 -4%
GWM
16
Geneos Wealth Management
Colorado
$1.84M +$1.84M +20,166 +7,333%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$1.55M +$517K +5,669 +49%
LIA
18
LS Investment Advisors
Michigan
$1.5M +$5.93K +65 +0.4%
KPWS
19
Kestra Private Wealth Services
Texas
$1.47M +$480K +5,255 +47%
SWA
20
Sax Wealth Advisors
New Jersey
$1.29M +$612K +6,711 +87%
KM
21
Kalos Management
Georgia
$1.03M -$1.57M -17,166 -60%
MA
22
Mutual Advisors
Nebraska
$934K +$167K +1,832 +21%
MML Investors Services
23
MML Investors Services
Massachusetts
$871K +$298K +3,264 +50%
TFA
24
Teamwork Financial Advisors
Texas
$861K -$66.5K -729 -7%
Ameriprise
25
Ameriprise
Minnesota
$860K -$657K -7,198 -43%

VTC Hedge Fund Activity: Q1 2021 in Review

64 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Corporate Bond ETF (VTC) for Q1 2021, worth a combined $171M — up 7% from $160M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of VTC and 7 opened new positions — a net loss of 6 holders — while 17 trimmed existing stakes and 29 added.

The largest buyer was 55I LLC, opening a new position worth an estimated $31M. The largest seller was RFG Holdings, cutting an estimated $6.04M.

  • 64 institutional investors held Vanguard Total Corporate Bond ETF (VTC) as of Q1 2021, down from 70 in Q4 2020.
  • Funds reported $171M of Vanguard Total Corporate Bond ETF stock for Q1 2021, up 7% quarter-over-quarter.
  • 7 funds opened new Vanguard Total Corporate Bond ETF positions in Q1 2021 and 13 closed out, a net change of -6 holders.
  • The largest Vanguard Total Corporate Bond ETF buyer in Q1 2021 was 55I LLC, an estimated $31M added.
  • The largest Vanguard Total Corporate Bond ETF seller in Q1 2021 was RFG Holdings, an estimated $6.04M sold.

Based on aggregated 13F filings for Q1 2021.