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Vanguard Total Corporate Bond ETF
VTC

64 hedge funds and large institutions have $243M invested in Vanguard Total Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more capital invested

Capital invested by funds: $171M → $243M (+$71.7M)

21% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 19

12.43% more ownership

Funds ownership: 21.38% → 33.81% (+12%)

0% more funds holding

Funds holding: 64 → 64 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

Holders
64
Holders Change
–
Holders Change %
0%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
23
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.3M
2
CAAS
Capital Asset Advisory Services
Michigan
+$7.34M
3
5L
55I LLC
Massachusetts
+$5.91M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$2.25M
5
SI
Stephens Inc
Arkansas
+$1.97M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$4.21M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.05M
3
GWM
Geneos Wealth Management
Colorado
-$1.83M
4
LPL Financial
LPL Financial
California
-$1.45M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$1.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1
McMorgan & Co
California
$49.9M +$49.1M +542,460 New
5L
2
55I LLC
Massachusetts
$37.2M +$5.91M +65,234 +19%
Bank of America
3
Bank of America
North Carolina
$33.7M +$265K +2,929 +0.8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$31.8M +$11.3M +124,565 +56%
JIP
5
JBJ Investment Partners
South Carolina
$18.9M +$421K +4,653 +2%
LPL Financial
6
LPL Financial
California
$9.57M -$1.45M -16,046 -13%
CAAS
7
Capital Asset Advisory Services
Michigan
$7.46M +$7.34M +81,074 New
SEM
8
Strategic Equity Management
Arizona
$5.8M +$25.3K +280 +0.4%
RH
9
RFG Holdings
Texas
$5.69M -$457K -5,047 -8%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.25M +$683K +7,549 +20%
PAG
11
Private Advisor Group
New Jersey
$2.94M +$109K +1,199 +4%
UBS Group
12
UBS Group
Switzerland
$2.93M +$20.8K +230 +0.7%
CCA
13
Checchi Capital Advisers
California
$2.41M – – –
Mirae Asset Global Investments
14
Mirae Asset Global Investments
South Korea
$2.29M +$2.25M +24,900 New
KPWS
15
Kestra Private Wealth Services
Texas
$2.17M +$651K +7,191 +44%
SI
16
Stephens Inc
Arkansas
$2M +$1.97M +21,737 New
AWM
17
AE Wealth Management
Kansas
$1.85M -$716K -7,907 -28%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$1.61M -$325K -3,592 -17%
LIA
19
LS Investment Advisors
Michigan
$1.35M -$187K -2,065 -12%
MA
20
Mutual Advisors
Nebraska
$1.24M +$279K +3,079 +29%
SWA
21
Sax Wealth Advisors
New Jersey
$1.2M -$122K -1,349 -9%
MML Investors Services
22
MML Investors Services
Massachusetts
$1.18M +$278K +3,074 +32%
Morgan Stanley
23
Morgan Stanley
New York
$1.12M +$689K +7,614 +168%
Jane Street
24
Jane Street
New York
$1.02M +$165K +1,828 +20%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$998K +$118K +1,300 +14%
1
2 3

VTC Hedge Fund Activity: Q2 2021 in Review

64 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Corporate Bond ETF (VTC) for Q2 2021, worth a combined $243M — up 42% from $171M a quarter earlier.

Fund positioning in VTC was balanced in Q2 2021: 10 funds opened new positions, 10 closed out, 23 added to existing stakes and 19 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $11.3M. The largest seller was Vanguard Group, exiting entirely with an estimated $4.21M sold.

  • 64 institutional investors held Vanguard Total Corporate Bond ETF (VTC) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $243M of Vanguard Total Corporate Bond ETF stock for Q2 2021, up 42% quarter-over-quarter.
  • 10 funds opened new Vanguard Total Corporate Bond ETF positions in Q2 2021 and 10 closed out, a net change of 0 holders.
  • The largest Vanguard Total Corporate Bond ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $11.3M added.
  • The largest Vanguard Total Corporate Bond ETF seller in Q2 2021 was Vanguard Group, an estimated $4.21M sold.

Based on aggregated 13F filings for Q2 2021.