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Vanguard Core Bond ETF

44 hedge funds and large institutions have $213M invested in Vanguard Core Bond ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 19 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 2

850% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 2

332% more capital invested

Capital invested by funds: $49.2M → $213M (+$163M)

83% more funds holding

Funds holding: 2444 (+20)

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

31.31% more ownership

Funds ownership: 38.74%70.05% (+31%)

Holders
44
Holders Change
+20
Holders Change %
+83.33%
% of All Funds
0.64%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
22
Increased
19
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
26
Greenwich Wealth Management
Connecticut
$783K +$777K +10,295 New
FMWA
27
Forvis Mazars Wealth Advisors
Missouri
$616K +$611K +8,099 New
PS
28
Principal Securities
Iowa
$595K +$591K +7,830 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$433K +$430K +5,701 New
EFS
30
Essex Financial Services
Connecticut
$412K +$138K +1,835 +53%
NA
31
NewEdge Advisors
Louisiana
$365K +$362K +4,802 New
HSA
32
HBK Sorce Advisory
Pennsylvania
$352K
JP Morgan Chase
33
JP Morgan Chase
New York
$315K +$313K +4,149 New
PPW
34
Pasadena Private Wealth
California
$260K +$46.6K +618 +22%
CPIG
35
Chicago Partners Investment Group
Illinois
$258K +$252K +3,343 New
AFG
36
AFS Financial Group
Maryland
$254K -$544K -7,206 -68%
PG
37
Proffitt & Goodson
Tennessee
$151K +$150K +1,988 New
LI
38
LRI Investments
Florida
$87K +$40.1K +531 +87%
MFG
39
Mendota Financial Group
Wisconsin
$81.8K +$830 +11 +1%
Osaic Holdings
40
Osaic Holdings
Arizona
$57.4K +$27K +358 +90%
OW
41
Olistico Wealth
Oklahoma
$43.3K +$42.9K +569 New
SC
42
Steph & Co
Wisconsin
$40.9K +$40.6K +538 New
SSB
43
Sandy Spring Bank
Maryland
$31.7K +$31.4K +416 New
HIA
44
Harbor Investment Advisory
Maryland
$11.3K +$11.2K +148 New
TFG
45
Tilson Financial Group
New Jersey
-$8.72M -114,059 Closed
D
46
Dentgroup
Louisiana
-$207K -2,711 Closed

VCRB Hedge Fund Activity: Q2 2024 in Review

44 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Core Bond ETF (VCRB) for Q2 2024, worth a combined $213M — up 332% from $49.2M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new VCRB positions and 2 closed out — a net gain of 20 holders — while 19 added to existing stakes and 2 trimmed.

The largest buyer was Financial Engines Advisors, opening a new position worth an estimated $42.4M. The largest seller was Tilson Financial Group, exiting entirely with an estimated $8.72M sold.

  • 44 institutional investors held Vanguard Core Bond ETF (VCRB) as of Q2 2024, up from 24 in Q1 2024.
  • Funds reported $213M of Vanguard Core Bond ETF stock for Q2 2024, up 332% quarter-over-quarter.
  • 22 funds opened new Vanguard Core Bond ETF positions in Q2 2024 and 2 closed out, a net change of +20 holders.
  • The largest Vanguard Core Bond ETF buyer in Q2 2024 was Financial Engines Advisors, an estimated $42.4M added.
  • The largest Vanguard Core Bond ETF seller in Q2 2024 was Tilson Financial Group, an estimated $8.72M sold.

Based on aggregated 13F filings for Q2 2024.