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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$526M |
| 2 |
DPI
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
+$25.6M |
| 3 |
TFG
Tilson Financial Group
New Providence,
New Jersey
|
+$21M |
| 4 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$16.6M |
| 5 |
Financial Engines Advisors
Santa Clara,
California
|
+$11.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWA
Mills Wealth Advisors
Southlake,
Texas
|
-$3.29M |
| 2 |
JP Morgan Chase
New York
|
-$312K |
| 3 |
AFG
AFS Financial Group
Bethesda,
Maryland
|
-$254K |
| 4 |
Jane Street
New York
|
-$240K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$157K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LI
51
LRI Investments
Palm Beach Gardens,
Florida
| $100K | +$12.7K | +163 | +14% |
|
|
MFG
52
Mendota Financial Group
Madison,
Wisconsin
| $86.1K | +$859 | +11 | +1% |
|
|
HIA
53
Harbor Investment Advisory
Lutherville,
Maryland
| $73.6K | +$61K | +781 | +528% |
|
54
Osaic Holdings
Scottsdale,
Arizona
| $60.2K | +$390 | +5 | +0.7% |
|
|
SC
55
Steph & Co
Marinette,
Wisconsin
| $42.6K | – | – | – |
|
|
56
JP Morgan Chase
New York
| $12.2K | -$312K | -3,996 | -96% |
|
|
AFG
57
AFS Financial Group
Bethesda,
Maryland
| – | -$254K | -3,344 | Closed |
|
|
SSB
58
Sandy Spring Bank
Olney,
Maryland
| – | -$31.7K | -416 | Closed |
|
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.