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Vanguard Total Corporate Bond ETF
VTC

100 hedge funds and large institutions have $591M invested in Vanguard Total Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 42 increasing their positions, 22 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 22

16% more capital invested

Capital invested by funds: $511M → $591M (+$79.9M)

3.02% more ownership

Funds ownership: 55.72% → 58.75% (+3%)

0% more funds holding

Funds holding: 100 → 100 (0)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

Holders
100
Holders Change
–
Holders Change %
0%
% of All Funds
1.44%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
16
Increased
42
Reduced
22
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NL
NEPC LLC
Massachusetts
+$53.8M
2
MCCA
Mill Creek Capital Advisors
Pennsylvania
+$16.8M
3
TC
TownSquare Capital
Utah
+$11.1M
4
WPC
Wedmont Private Capital
Pennsylvania
+$3.62M
5
Jane Street
Jane Street
New York
+$3.35M

Top Sellers

1
GWM
GDS Wealth Management
Texas
-$10.9M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$8.66M
3
IAA
Independent Advisor Alliance
North Carolina
-$1M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$974K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$842K
Name Holding Trade Value Shares
Change 		Change in
Stake
NL
1
NEPC LLC
Massachusetts
$135M +$53.8M +703,638 +67%
MCCA
2
Mill Creek Capital Advisors
Pennsylvania
$68M +$16.8M +219,606 +33%
AWM
3
Axxcess Wealth Management
California
$52.8M +$1.45M +18,972 +3%
CAAS
4
Capital Asset Advisory Services
Michigan
$52.3M +$1.55M +20,253 +3%
WPC
5
Wedmont Private Capital
Pennsylvania
$49.1M +$3.62M +47,406 +8%
Bank of America
6
Bank of America
North Carolina
$27.9M +$2.96M +38,781 +12%
MML Investors Services
7
MML Investors Services
Massachusetts
$21.9M +$1.09M +14,238 +5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$17.3M +$1.5M +19,566 +9%
GWM
9
GDS Wealth Management
Texas
$16.7M -$10.9M -142,795 -40%
FAIM
10
Financial Advocates Investment Management
Washington
$15.4M +$2.45M +32,037 +19%
TC
11
TownSquare Capital
Utah
$11.2M +$11.1M +145,685 New
SFPM
12
Sensible Financial Planning & Management
Massachusetts
$9.75M +$2.3M +30,050 +31%
UBS Group
13
UBS Group
Switzerland
$9.56M +$742K +9,708 +8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$7.79M +$763K +9,988 +11%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$7.35M -$8.66M -113,330 -54%
Luther King Capital Management (LKCM)
16
Luther King Capital Management (LKCM)
Texas
$7.19M – – –
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$6.73M +$2.73M +35,729 +69%
RWP
18
RWA Wealth Partners
Massachusetts
$5.07M -$700K -9,164 -12%
Jane Street
19
Jane Street
New York
$4.84M +$3.35M +43,774 +226%
RG
20
Raine Group
New York
$4.67M +$73.8K +965 +2%
Corient Private Wealth
21
Corient Private Wealth
Florida
$4.67M +$73.8K +965 +2%
LPL Financial
22
LPL Financial
California
$3.85M +$401K +5,245 +12%
AWS
23
Atria Wealth Solutions
New York
$3.37M +$211K +2,767 +7%
Stifel Financial
24
Stifel Financial
Missouri
$3.07M +$2.83K +37 +0.1%
Loomis, Sayles & Company
25
Loomis, Sayles & Company
Massachusetts
$3.01M +$249K +3,255 +9%
1
2 3 4 5

VTC Hedge Fund Activity: Q1 2024 in Review

100 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Corporate Bond ETF (VTC) for Q1 2024, worth a combined $591M — up 16% from $511M a quarter earlier.

Fund positioning in VTC was balanced in Q1 2024: 16 funds opened new positions, 16 closed out, 42 added to existing stakes and 22 trimmed.

The largest buyer was NEPC LLC, adding an estimated $53.8M. The largest seller was GDS Wealth Management, cutting an estimated $10.9M.

  • 100 institutional investors held Vanguard Total Corporate Bond ETF (VTC) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $591M of Vanguard Total Corporate Bond ETF stock for Q1 2024, up 16% quarter-over-quarter.
  • 16 funds opened new Vanguard Total Corporate Bond ETF positions in Q1 2024 and 16 closed out, a net change of 0 holders.
  • The largest Vanguard Total Corporate Bond ETF buyer in Q1 2024 was NEPC LLC, an estimated $53.8M added.
  • The largest Vanguard Total Corporate Bond ETF seller in Q1 2024 was GDS Wealth Management, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2024.