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Vanguard Core Bond ETF
VCRB

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: 56 → 91 (+35)

43% more funds holding in top 10

Funds holding in top 10: 14 → 20 (+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
–

Top Buyers

Rank Fund Capital Flow
1
MWA
Martel Wealth Advisors
Washington
+$84.7M
2
HSA
HBK Sorce Advisory
Pennsylvania
+$34.8M
3
AT
American Trust
Kentucky
+$30.2M
4
DPI
Diversified Portfolios Inc
Michigan
+$16.3M
5
MWA
Mills Wealth Advisors
Texas
+$12.6M

Top Sellers

Rank Fund Capital Flow
1
FIA
Foundations Investment Advisors
Arizona
-$3.18M
2
Jane Street
Jane Street
New York
-$2.05M
3
FTUS
Flow Traders U.S.
New York
-$1.43M
4
LSA
Lansing Street Advisors
Pennsylvania
-$1.03M
5
KFS
Kaizen Financial Strategies
California
-$506K
Name Holding Trade Value Shares
Change 		Change in
Stake
GGS
51
Galvin Gaustad & Stein
Arizona
$962K +$979K +12,686 New
LRIA
52
Leonard Rickey Investment Advisors
Washington
$694K +$707K +9,153 New
CPIG
53
Chicago Partners Investment Group
Illinois
$644K +$138K +1,789 +27%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$610K +$12.1K +157 +2%
LIA
55
Lynx Investment Advisory
District of Columbia
$603K +$614K +7,949 New
FTC
56
Farmers Trust Company
Ohio
$600K +$611K +7,918 New
HIA
57
Harbor Investment Advisory
Maryland
$526K +$464K +6,007 +647%
Citadel Advisors
58
Citadel Advisors
Florida
$511K +$520K +6,734 New
PG
59
Proffitt & Goodson
Tennessee
$476K – – –
STFP
60
Signal Tree Financial Partners
Ohio
$467K +$476K +6,165 New
BIM
61
Breakwater Investment Management
Washington
$463K +$472K +6,108 New
EFS
62
Essex Financial Services
Connecticut
$456K +$55.2K +715 +13%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$453K +$135K +1,753 +41%
CA
64
Cornerstone Advisory
Maryland
$410K +$182K +2,357 +79%
HF
65
HRT Financial
New York
$387K +$395K +5,115 New
Osaic Holdings
66
Osaic Holdings
Arizona
$383K +$331K +4,291 +565%
DWM
67
Daner Wealth Management
Georgia
$347K +$351K +4,541 New
PPW
68
Pasadena Private Wealth
California
$326K +$71.7K +928 +28%
LKBC
69
L.K. Benson & Company
Maryland
$309K +$315K +4,074 New
EWA
70
EP Wealth Advisors
California
$282K +$287K +3,715 New
AWM
71
Ariadne Wealth Management
California
$271K +$274K +3,553 New
AQR Capital Management
72
AQR Capital Management
Connecticut
$269K +$274K +3,553 New
RWM
73
Rialto Wealth Management
New York
$260K +$265K +3,427 New
FTUS
74
Flow Traders U.S.
New York
$254K -$1.43M -18,565 -85%
BBNB
75
Baker Boyer National Bank
Washington
$247K +$251K +3,257 New
1 2
3
4

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.