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Vanguard Total Corporate Bond ETF

100 hedge funds and large institutions have $511M invested in Vanguard Total Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 32 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 6

25% more funds holding

Funds holding: 80100 (+20)

14% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 28

11.93% more ownership

Funds ownership: 43.79%55.72% (+12%)

0% more capital invested

Capital invested by funds: $511M → $511M (+$171K)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
100
Holders Change
+20
Holders Change %
+25%
% of All Funds
1.46%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
26
Increased
32
Reduced
28
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NL
1
NEPC LLC
Massachusetts
$81.8M +$5.1M +69,270 +7%
CAAS
2
Capital Asset Advisory Services
Michigan
$52.1M -$1.05M -14,293 -2%
AWM
3
Axxcess Wealth Management
California
$51.9M -$830K -11,269 -2%
MCCA
4
Mill Creek Capital Advisors
Pennsylvania
$51.7M +$2.93M +39,820 +6%
WPC
5
Wedmont Private Capital
Pennsylvania
$46.1M +$8.34M +113,220 +23%
GWM
6
GDS Wealth Management
Texas
$28M +$1.69M +22,881 +7%
Bank of America
7
Bank of America
North Carolina
$25.2M -$30M -407,920 -56%
MML Investors Services
8
MML Investors Services
Massachusetts
$21.1M +$822K +11,166 +4%
Envestnet Portfolio Solutions
9
Envestnet Portfolio Solutions
Illinois
$16.2M +$242K +3,289 +2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$16M -$2.75M -37,281 -15%
FAIM
11
Financial Advocates Investment Management
Washington
$13.1M +$11.1M +150,850 +851%
UBS Group
12
UBS Group
Switzerland
$8.92M +$3.23M +43,914 +62%
SFPM
13
Sensible Financial Planning & Management
Massachusetts
$7.53M +$816K +11,077 +13%
Luther King Capital Management (LKCM)
14
Luther King Capital Management (LKCM)
Texas
$7.3M
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$7.11M -$713K -9,685 -10%
RWP
16
RWA Wealth Partners
Massachusetts
$5.84M -$12.8M -174,315 -70%
Corient Private Wealth
17
Corient Private Wealth
Florida
$4.65M +$31.7K +430 +0.7%
RG
18
Raine Group
New York
$4.65M +$31.7K +430 +0.7%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$4.04M -$31.1K -422 -0.8%
LPL Financial
20
LPL Financial
California
$3.48M +$32K +434 +1%
AWS
21
Atria Wealth Solutions
New York
$3.2M +$68.4K +929 +2%
Stifel Financial
22
Stifel Financial
Missouri
$3.1M +$262K +3,551 +10%
JP Morgan Chase
23
JP Morgan Chase
New York
$2.85M -$267K -3,631 -9%
Loomis, Sayles & Company
24
Loomis, Sayles & Company
Massachusetts
$2.79M +$2.65M +36,045 New
CAN
25
Cetera Advisor Networks
California
$2.34M -$17.9K -243 -0.8%

VTC Hedge Fund Activity: Q4 2023 in Review

100 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Corporate Bond ETF (VTC) for Q4 2023, worth a combined $511M — up 0.03% from $511M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new VTC positions and 6 closed out — a net gain of 20 holders — while 32 added to existing stakes and 28 trimmed.

The largest buyer was Financial Advocates Investment Management, adding an estimated $11.1M. The largest seller was Bank of America, cutting an estimated $30M.

  • 100 institutional investors held Vanguard Total Corporate Bond ETF (VTC) as of Q4 2023, up from 80 in Q3 2023.
  • Funds reported $511M of Vanguard Total Corporate Bond ETF stock for Q4 2023, up 0.03% quarter-over-quarter.
  • 26 funds opened new Vanguard Total Corporate Bond ETF positions in Q4 2023 and 6 closed out, a net change of +20 holders.
  • The largest Vanguard Total Corporate Bond ETF buyer in Q4 2023 was Financial Advocates Investment Management, an estimated $11.1M added.
  • The largest Vanguard Total Corporate Bond ETF seller in Q4 2023 was Bank of America, an estimated $30M sold.

Based on aggregated 13F filings for Q4 2023.