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Vanguard Core Bond ETF

91 hedge funds and large institutions have $1.19B invested in Vanguard Core Bond ETF in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 42 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,750% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 2

320% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 10

63% more funds holding

Funds holding: 5691 (+35)

43% more funds holding in top 10

Funds holding in top 10: 1420 (+6)

29% more capital invested

Capital invested by funds: $925M → $1.19B (+$267M)

1.04% less ownership

Funds ownership: 83.64%82.6% (-1%)

Holders
91
Holders Change
+35
Holders Change %
+62.5%
% of All Funds
1.2%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.26%
New
37
Increased
42
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PIA
26
Pinion Investment Advisors
Kansas
$7.43M -$134K -1,735 -2%
Truist Financial
27
Truist Financial
North Carolina
$7.43M +$234K +3,033 +3%
NFP
28
NorthLanding Financial Partners
New York
$6.34M +$531K +6,879 +9%
GWM
29
Greenwich Wealth Management
Connecticut
$6.08M +$3.02M +39,101 +95%
LSA
30
Lansing Street Advisors
Pennsylvania
$5.39M -$1.03M -13,304 -16%
TIP
31
Tandem Investment Partners
New Jersey
$5.37M +$5.47M +70,792 New
QFPS
32
Quantum Financial Planning Services
Washington
$5.25M +$5.34M +69,227 New
VFG
33
Victory Financial Group
Texas
$4.04M +$4.11M +53,232 New
USWIA
34
UP Strategic Wealth Investment Advisors
Pennsylvania
$3.93M -$50.4K -653 -1%
BIA
35
Barry Investment Advisors
Massachusetts
$3.47M +$2.24M +29,043 +173%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$3.45M +$1.57M +20,335 +81%
O3W
37
Omni 360 Wealth
New Jersey
$3.3M +$523K +6,777 +18%
NHC
38
Nicholas Hoffman & Company
Georgia
$3.27M +$847K +10,975 +34%
GWM
39
Grand Wealth Management
Michigan
$3.23M +$817K +10,584 +33%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$3.03M +$1.98M +25,681 +180%
ELM
41
Elite Life Management
Florida
$3.01M +$585K +7,575 +24%
SFWC
42
Strategic Family Wealth Counselors
New Jersey
$2.93M +$1.3M +16,829 +77%
EA
43
Enclave Advisors
Texas
$2.66M +$926K +11,994 +52%
KNFPWM
44
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.38M +$2.43M +31,409 New
PIMG
45
Patriot Investment Management Group
Tennessee
$1.98M +$212K +2,745 +12%
NA
46
NewEdge Advisors
Louisiana
$1.89M +$1.09M +14,126 +131%
CWAG
47
Compton Wealth Advisory Group
Virginia
$1.71M -$205K -2,661 -11%
BFO
48
Boston Family Office
Massachusetts
$1.68M +$1.71M +22,156 New
LPL Financial
49
LPL Financial
California
$1.48M +$785K +10,170 +109%
PS
50
Principal Securities
Iowa
$1.17M -$184K -2,378 -13%

VCRB Hedge Fund Activity: Q4 2024 in Review

91 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Core Bond ETF (VCRB) for Q4 2024, worth a combined $1.19B — up 29% from $925M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new VCRB positions and 2 closed out — a net gain of 35 holders — while 42 added to existing stakes and 10 trimmed.

The largest buyer was Martel Wealth Advisors, opening a new position worth an estimated $84.7M. The largest seller was Foundations Investment Advisors, cutting an estimated $3.18M.

  • 91 institutional investors held Vanguard Core Bond ETF (VCRB) as of Q4 2024, up from 56 in Q3 2024.
  • Funds reported $1.19B of Vanguard Core Bond ETF stock for Q4 2024, up 29% quarter-over-quarter.
  • 37 funds opened new Vanguard Core Bond ETF positions in Q4 2024 and 2 closed out, a net change of +35 holders.
  • The largest Vanguard Core Bond ETF buyer in Q4 2024 was Martel Wealth Advisors, an estimated $84.7M added.
  • The largest Vanguard Core Bond ETF seller in Q4 2024 was Foundations Investment Advisors, an estimated $3.18M sold.

Based on aggregated 13F filings for Q4 2024.