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Vanguard Total Corporate Bond ETF

65 hedge funds and large institutions have $166M invested in Vanguard Total Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 13

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

2% more funds holding

Funds holding: 6465 (+1)

10.43% less ownership

Funds ownership: 33.81%23.38% (-10%)

32% less capital invested

Capital invested by funds: $243M → $166M (-$77.5M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
65
Holders Change
+1
Holders Change %
+1.56%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
31
Reduced
13
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
$37.3M +$3.94M +42,600 +12%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$35.2M +$3.71M +40,104 +12%
JIP
3
JBJ Investment Partners
South Carolina
$18.8M -$26.3K -284 -0.1%
LPL Financial
4
LPL Financial
California
$10.3M +$849K +9,179 +9%
CAAS
5
Capital Asset Advisory Services
Michigan
$7.58M +$180K +1,947 +2%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$5.75M +$3.52M +38,100 +153%
SEM
7
Strategic Equity Management
Arizona
$5.68M -$68.7K -743 -1%
PAG
8
Private Advisor Group
New Jersey
$4.69M +$1.8M +19,468 +61%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.6M +$389K +4,202 +9%
UBS Group
10
UBS Group
Switzerland
$3.31M +$411K +4,445 +14%
CCA
11
Checchi Capital Advisers
California
$2.39M
KPWS
12
Kestra Private Wealth Services
Texas
$2.25M +$96.9K +1,048 +4%
AWM
13
AE Wealth Management
Kansas
$2.17M +$335K +3,626 +18%
SI
14
Stephens Inc
Arkansas
$2.01M +$25.5K +276 +1%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.97M +$372K +4,028 +23%
MML Investors Services
16
MML Investors Services
Massachusetts
$1.42M +$258K +2,790 +22%
LIA
17
LS Investment Advisors
Michigan
$1.34M
MA
18
Mutual Advisors
Nebraska
$1.29M +$60.6K +655 +5%
Jane Street
19
Jane Street
New York
$1.29M +$283K +3,057 +28%
SWA
20
Sax Wealth Advisors
New Jersey
$1.13M -$65.2K -705 -5%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.09M +$99.3K +1,074 +10%
GLLW
22
Graves Light Lenhart Wealth
Virginia
$1.03M +$1.05M +11,336 New
PWM
23
Perigon Wealth Management
California
$985K +$63.1K +682 +7%
KA
24
Kovack Advisors
Florida
$826K +$111K +1,200 +15%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$738K -$150K -1,619 -17%

VTC Hedge Fund Activity: Q3 2021 in Review

65 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Corporate Bond ETF (VTC) for Q3 2021, worth a combined $166M — down 32% from $243M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new VTC positions and 6 closed out — a net gain of 2 holders — while 31 added to existing stakes and 13 trimmed.

The largest buyer was Bank of America, adding an estimated $3.94M. The largest seller was McMorgan & Co, exiting entirely with an estimated $49.9M sold.

  • 65 institutional investors held Vanguard Total Corporate Bond ETF (VTC) as of Q3 2021, up from 64 in Q2 2021.
  • Funds reported $166M of Vanguard Total Corporate Bond ETF stock for Q3 2021, down 32% quarter-over-quarter.
  • 8 funds opened new Vanguard Total Corporate Bond ETF positions in Q3 2021 and 6 closed out, a net change of +2 holders.
  • The largest Vanguard Total Corporate Bond ETF buyer in Q3 2021 was Bank of America, an estimated $3.94M added.
  • The largest Vanguard Total Corporate Bond ETF seller in Q3 2021 was McMorgan & Co, an estimated $49.9M sold.

Based on aggregated 13F filings for Q3 2021.