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Vanguard Core Bond ETF
VCRB

56 hedge funds and large institutions have $925M invested in Vanguard Core Bond ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

467% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 6

335% more capital invested

Capital invested by funds: $213M → $925M (+$712M)

133% more funds holding in top 10

Funds holding in top 10: 6 → 14 (+8)

27% more funds holding

Funds holding: 44 → 56 (+12)

13.59% more ownership

Funds ownership: 70.05% → 83.64% (+14%)

Holders
56
Holders Change
+12
Holders Change %
+27.27%
% of All Funds
0.8%
Holding in Top 10
14
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+133.33%
% of All Funds
0.2%
New
14
Increased
34
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HSA
HBK Sorce Advisory
Pennsylvania
+$526M
2
DPI
Diversified Portfolios Inc
Michigan
+$25.6M
3
TFG
Tilson Financial Group
New Jersey
+$21M
4
FIA
Foundations Investment Advisors
Arizona
+$16.6M
5
Financial Engines Advisors
Financial Engines Advisors
California
+$11.8M

Top Sellers

Rank Fund Capital Flow
1
MWA
Mills Wealth Advisors
Texas
-$3.29M
2
JP Morgan Chase
JP Morgan Chase
New York
-$312K
3
AFG
AFS Financial Group
Maryland
-$254K
4
Jane Street
Jane Street
New York
-$240K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$157K
Name Holding Trade Value Shares
Change 		Change in
Stake
O3W
26
Omni 360 Wealth
New Jersey
$2.91M +$1.26M +16,196 +79%
NHC
27
Nicholas Hoffman & Company
Georgia
$2.54M +$209K +2,672 +9%
GWM
28
Grand Wealth Management
Michigan
$2.54M +$589K +7,547 +31%
ELM
29
Elite Life Management
Florida
$2.54M +$2.5M +32,076 New
Jane Street
30
Jane Street
New York
$2.05M -$240K -3,080 -11%
CWAG
31
Compton Wealth Advisory Group
Virginia
$1.99M +$1.96M +25,168 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$1.99M +$5.15K +66 +0.3%
PIMG
33
Patriot Investment Management Group
Tennessee
$1.85M +$320K +4,093 +21%
EA
34
Enclave Advisors
Texas
$1.83M +$1.8M +23,067 New
FTUS
35
Flow Traders U.S.
New York
$1.74M -$93.2K -1,194 -5%
SFWC
36
Strategic Family Wealth Counselors
New Jersey
$1.72M +$764K +9,784 +82%
PS
37
Principal Securities
Iowa
$1.41M +$783K +10,036 +128%
BIA
38
Barry Investment Advisors
Massachusetts
$1.33M +$1.31M +16,743 New
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$1.13M -$157K -2,013 -12%
NA
40
NewEdge Advisors
Louisiana
$856K +$469K +6,012 +125%
LPL Financial
41
LPL Financial
California
$736K +$726K +9,300 New
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$625K +$171K +2,188 +38%
CPIG
43
Chicago Partners Investment Group
Illinois
$521K +$265K +3,400 +102%
PG
44
Proffitt & Goodson
Tennessee
$498K +$335K +4,297 +216%
EFS
45
Essex Financial Services
Connecticut
$411K – – –
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$335K +$330K +4,226 New
PPW
47
Pasadena Private Wealth
California
$267K -$3.44K -44 -1%
CA
48
Cornerstone Advisory
Maryland
$238K +$234K +3,000 New
PL
49
Plancorp LLC
Missouri
$223K +$220K +2,815 New
OW
50
Olistico Wealth
Oklahoma
$106K +$60.2K +771 +136%
1
2
3

VCRB Hedge Fund Activity: Q3 2024 in Review

56 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Core Bond ETF (VCRB) for Q3 2024, worth a combined $925M — up 335% from $213M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new VCRB positions and 2 closed out — a net gain of 12 holders — while 34 added to existing stakes and 6 trimmed.

The largest buyer was HBK Sorce Advisory, adding an estimated $526M. The largest seller was Mills Wealth Advisors, cutting an estimated $3.29M.

  • 56 institutional investors held Vanguard Core Bond ETF (VCRB) as of Q3 2024, up from 44 in Q2 2024.
  • Funds reported $925M of Vanguard Core Bond ETF stock for Q3 2024, up 335% quarter-over-quarter.
  • 14 funds opened new Vanguard Core Bond ETF positions in Q3 2024 and 2 closed out, a net change of +12 holders.
  • The largest Vanguard Core Bond ETF buyer in Q3 2024 was HBK Sorce Advisory, an estimated $526M added.
  • The largest Vanguard Core Bond ETF seller in Q3 2024 was Mills Wealth Advisors, an estimated $3.29M sold.

Based on aggregated 13F filings for Q3 2024.