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Vanguard Total Corporate Bond ETF
VTC

75 hedge funds and large institutions have $531M invested in Vanguard Total Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

159% more capital invested

Capital invested by funds: $205M → $531M (+$326M)

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

23.64% more ownership

Funds ownership: 36.91% → 60.55% (+24%)

3% more funds holding

Funds holding: 73 → 75 (+2)

4% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 24

Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
1.21%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
16
Increased
23
Reduced
24
Closed
12
Calls
$386K
Puts
–
Net Calls
+$386K
Net Calls Change
-$35K

Top Buyers

1
RWP
RWA Wealth Partners
Massachusetts
+$273M
2
CAAS
Capital Asset Advisory Services
Michigan
+$45.8M
3
GWM
GDS Wealth Management
Texas
+$8.21M
4
WPC
Wedmont Private Capital
Pennsylvania
+$6.08M
5
CAN
Cetera Advisor Networks
California
+$5.83M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$36.9M
2
Bank of America
Bank of America
North Carolina
-$4.1M
3
Jane Street
Jane Street
New York
-$1.59M
4
FRA
Frank Rimerman Advisors
California
-$696K
5
Creative Planning
Creative Planning
Kansas
-$602K
Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
1
RWA Wealth Partners
Massachusetts
$285M +$273M +3,705,568 +16,794%
Bank of America
2
Bank of America
North Carolina
$48.3M -$4.1M -55,641 -8%
CAAS
3
Capital Asset Advisory Services
Michigan
$46.5M +$45.8M +621,751 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$32.4M -$36.9M -501,051 -53%
WPC
5
Wedmont Private Capital
Pennsylvania
$22.9M +$6.08M +82,467 +38%
PWAG
6
Polaris Wealth Advisory Group
California
$14.1M -$28.3K -384 -0.2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$8.38M +$2.75M +37,288 +49%
GWM
8
GDS Wealth Management
Texas
$8.27M +$8.21M +111,378 New
CAN
9
Cetera Advisor Networks
California
$6.38M +$5.83M +79,130 +1,150%
Luther King Capital Management (LKCM)
10
Luther King Capital Management (LKCM)
Texas
$6.35M – – –
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$6.31M +$2.95M +40,000 +89%
AWS
12
Atria Wealth Solutions
New York
$3.88M -$278K -3,778 -7%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$3.57M +$3.55M +48,129 New
SFPM
14
Sensible Financial Planning & Management
Massachusetts
$3.2M +$3.18M +43,149 New
UBS Group
15
UBS Group
Switzerland
$2.69M +$269K +3,650 +11%
LPL Financial
16
LPL Financial
California
$2.64M -$254K -3,447 -9%
Stifel Financial
17
Stifel Financial
Missouri
$2.55M +$2.53M +34,403 New
GLLW
18
Graves Light Lenhart Wealth
Virginia
$2.18M +$24.8K +337 +1%
Creative Planning
19
Creative Planning
Kansas
$2.11M -$602K -8,171 -22%
KPWS
20
Kestra Private Wealth Services
Texas
$1.9M +$13.9K +189 +0.7%
TWC
21
TD Waterhouse Canada
Ontario, Canada
$1.89M -$98.3K -1,334 -5%
MML Investors Services
22
MML Investors Services
Massachusetts
$1.55M -$75.1K -1,019 -5%
PWM
23
Perigon Wealth Management
California
$1.29M +$118K +1,600 +10%
Jane Street
24
Jane Street
New York
$1.16M -$1.59M -21,554 -58%
SI
25
Stephens Inc
Arkansas
$1.05M -$204K -2,772 -16%
1
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VTC Hedge Fund Activity: Q4 2022 in Review

75 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Corporate Bond ETF (VTC) for Q4 2022, worth a combined $531M — up 159% from $205M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new VTC positions and 12 closed out — a net gain of 4 holders — while 23 added to existing stakes and 24 trimmed.

The largest buyer was RWA Wealth Partners, adding an estimated $273M. The largest seller was Envestnet Asset Management, cutting an estimated $36.9M.

  • 75 institutional investors held Vanguard Total Corporate Bond ETF (VTC) as of Q4 2022, up from 73 in Q3 2022.
  • Funds reported $531M of Vanguard Total Corporate Bond ETF stock for Q4 2022, up 159% quarter-over-quarter.
  • 16 funds opened new Vanguard Total Corporate Bond ETF positions in Q4 2022 and 12 closed out, a net change of +4 holders.
  • The largest Vanguard Total Corporate Bond ETF buyer in Q4 2022 was RWA Wealth Partners, an estimated $273M added.
  • The largest Vanguard Total Corporate Bond ETF seller in Q4 2022 was Envestnet Asset Management, an estimated $36.9M sold.

Based on aggregated 13F filings for Q4 2022.