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Vanguard Total Corporate Bond ETF

78 hedge funds and large institutions have $693M invested in Vanguard Total Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 14

15% more capital invested

Capital invested by funds: $602M → $693M (+$90.8M)

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less funds holding

Funds holding: 7978 (-1)

1.5% less ownership

Funds ownership: 61.71%60.21% (-1.5%)

Holders
78
Holders Change
-1
Holders Change %
-1.27%
% of All Funds
1.22%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
10
Increased
40
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
1
RWA Wealth Partners
Massachusetts
$302M +$12M +158,417 +4%
Bank of America
2
Bank of America
North Carolina
$55M +$3.21M +42,302 +6%
CAAS
3
Capital Asset Advisory Services
Michigan
$49.7M +$1.84M +24,304 +4%
MCCA
4
Mill Creek Capital Advisors
Pennsylvania
$43.8M +$43.9M +578,540 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$37.7M +$1.96M +25,873 +5%
WPC
6
Wedmont Private Capital
Pennsylvania
$31.5M +$4.3M +56,655 +16%
GWM
7
GDS Wealth Management
Texas
$23M +$1.94M +25,638 +9%
MML Investors Services
8
MML Investors Services
Massachusetts
$22.8M +$9.78M +129,054 +75%
ETC
9
Exchange Traded Concepts
Oklahoma
$14.9M +$14.9M +196,842 New
PWAG
10
Polaris Wealth Advisory Group
California
$14.1M +$438K +5,771 +3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$10.3M +$135K +1,786 +1%
Jane Street
12
Jane Street
New York
$9.03M +$7.9M +104,214 +691%
CAN
13
Cetera Advisor Networks
California
$7.32M +$1.11M +14,638 +18%
Luther King Capital Management (LKCM)
14
Luther King Capital Management (LKCM)
Texas
$6.97M
SFPM
15
Sensible Financial Planning & Management
Massachusetts
$5.24M -$13.5K -178 -0.3%
RG
16
Raine Group
New York
$4.47M +$29K +382 +0.7%
Corient Private Wealth
17
Corient Private Wealth
Florida
$4.47M +$29K +382 +0.7%
UBS Group
18
UBS Group
Switzerland
$4.27M -$734K -9,682 -15%
LPL Financial
19
LPL Financial
California
$3.63M +$315K +4,153 +9%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$3.56M -$151K -1,989 -4%
AWS
21
Atria Wealth Solutions
New York
$3.17M -$704K -9,291 -18%
JP Morgan Chase
22
JP Morgan Chase
New York
$2.74M +$1.03M +13,567 +60%
Stifel Financial
23
Stifel Financial
Missouri
$2.51M +$16.5K +217 +0.7%
GLLW
24
Graves Light Lenhart Wealth
Virginia
$2.25M +$21.1K +278 +0.9%
TWC
25
TD Waterhouse Canada
Ontario, Canada
$1.93M -$29.9K -395 -2%

VTC Hedge Fund Activity: Q2 2023 in Review

78 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Corporate Bond ETF (VTC) for Q2 2023, worth a combined $693M — up 15% from $602M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new VTC positions and 9 closed out — a net gain of 1 holder — while 40 added to existing stakes and 14 trimmed.

The largest buyer was Mill Creek Capital Advisors, opening a new position worth an estimated $43.9M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $7.66M sold.

  • 78 institutional investors held Vanguard Total Corporate Bond ETF (VTC) as of Q2 2023, down from 79 in Q1 2023.
  • Funds reported $693M of Vanguard Total Corporate Bond ETF stock for Q2 2023, up 15% quarter-over-quarter.
  • 10 funds opened new Vanguard Total Corporate Bond ETF positions in Q2 2023 and 9 closed out, a net change of +1 holder.
  • The largest Vanguard Total Corporate Bond ETF buyer in Q2 2023 was Mill Creek Capital Advisors, an estimated $43.9M added.
  • The largest Vanguard Total Corporate Bond ETF seller in Q2 2023 was Mirae Asset Global Investments, an estimated $7.66M sold.

Based on aggregated 13F filings for Q2 2023.