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Vanguard Total Corporate Bond ETF
VTC

101 hedge funds and large institutions have $590M invested in Vanguard Total Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 25

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

1% more funds holding

Funds holding: 100 → 101 (+1)

0.33% more ownership

Funds ownership: 58.75% → 59.08% (+0.33%)

0% less capital invested

Capital invested by funds: $591M → $590M (-$311K)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
101
Holders Change
+1
Holders Change %
+1%
% of All Funds
1.46%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
13
Increased
40
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WPC
Wedmont Private Capital
Pennsylvania
+$6.14M
2
NL
NEPC LLC
Massachusetts
+$4.05M
3
Bank of America
Bank of America
North Carolina
+$3.31M
4
LPL Financial
LPL Financial
California
+$1.82M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$1.81M

Top Sellers

1
FAIM
Financial Advocates Investment Management
Washington
-$15.4M
2
GWM
GDS Wealth Management
Texas
-$8.61M
3
Jane Street
Jane Street
New York
-$2.77M
4
PWM
Perigon Wealth Management
California
-$1.78M
5
AWM
AE Wealth Management
Kansas
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
NL
1
NEPC LLC
Massachusetts
$137M +$4.05M +53,639 +3%
MCCA
2
Mill Creek Capital Advisors
Pennsylvania
$68.6M +$1.42M +18,806 +2%
WPC
3
Wedmont Private Capital
Pennsylvania
$56M +$6.14M +81,387 +13%
CAAS
4
Capital Asset Advisory Services
Michigan
$53.1M +$433K +5,748 +0.8%
AWM
5
Axxcess Wealth Management
California
$52.6M +$439K +5,817 +0.8%
Bank of America
6
Bank of America
North Carolina
$30.9M +$3.31M +43,870 +12%
MML Investors Services
7
MML Investors Services
Massachusetts
$20.8M -$890K -11,799 -4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$16.2M -$987K -13,090 -6%
TC
9
TownSquare Capital
Utah
$11.1M +$54.9K +728 +0.5%
DW30
10
Drucker Wealth 3.0
New Jersey
$11.1M +$11M +146,413 New
SFPM
11
Sensible Financial Planning & Management
Massachusetts
$9.92M +$293K +3,880 +3%
UBS Group
12
UBS Group
Switzerland
$9.61M +$159K +2,107 +2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$8.07M +$370K +4,910 +5%
GWM
14
GDS Wealth Management
Texas
$7.87M -$8.61M -114,204 -52%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$7.68M +$418K +5,542 +6%
Luther King Capital Management (LKCM)
16
Luther King Capital Management (LKCM)
Texas
$6.96M – – –
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$6.71M +$58.4K +775 +0.9%
LPL Financial
18
LPL Financial
California
$5.62M +$1.82M +24,089 +48%
RWP
19
RWA Wealth Partners
Massachusetts
$4.88M -$128K -1,701 -3%
Loomis, Sayles & Company
20
Loomis, Sayles & Company
Massachusetts
$4.79M +$1.81M +24,035 +61%
Corient Private Wealth
21
Corient Private Wealth
Florida
$4.74M +$122K +1,622 +3%
RG
22
Raine Group
New York
$4.61M – – –
SA
23
Sanctuary Advisors
Indiana
$3.54M +$3.58M +47,494 New
AWS
24
Atria Wealth Solutions
New York
$3.53M +$196K +2,593 +6%
JP Morgan Chase
25
JP Morgan Chase
New York
$3.52M +$732K +9,702 +26%
1
2 3 4 5

VTC Hedge Fund Activity: Q2 2024 in Review

101 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Corporate Bond ETF (VTC) for Q2 2024, worth a combined $590M — down 0.05% from $591M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new VTC positions and 10 closed out — a net gain of 3 holders — while 40 added to existing stakes and 25 trimmed.

The largest buyer was Wedmont Private Capital, adding an estimated $6.14M. The largest seller was Financial Advocates Investment Management, exiting entirely with an estimated $15.4M sold.

  • 101 institutional investors held Vanguard Total Corporate Bond ETF (VTC) as of Q2 2024, up from 100 in Q1 2024.
  • Funds reported $590M of Vanguard Total Corporate Bond ETF stock for Q2 2024, down 0.05% quarter-over-quarter.
  • 13 funds opened new Vanguard Total Corporate Bond ETF positions in Q2 2024 and 10 closed out, a net change of +3 holders.
  • The largest Vanguard Total Corporate Bond ETF buyer in Q2 2024 was Wedmont Private Capital, an estimated $6.14M added.
  • The largest Vanguard Total Corporate Bond ETF seller in Q2 2024 was Financial Advocates Investment Management, an estimated $15.4M sold.

Based on aggregated 13F filings for Q2 2024.