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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
GVAG
76
Great Valley Advisor Group
Delaware
$246K +$250K +3,242 New
PL
77
Plancorp LLC
Missouri
$212K -$1.85K -24 -0.9%
LI
78
LRI Investments
Florida
$177K +$79.8K +1,034 +79%
PWA
79
Physician Wealth Advisors
Utah
$174K +$177K +2,290 New
TCM
80
TD Capital Management
Tennessee
$149K +$151K +1,961 New
AWM
81
Accredited Wealth Management
Kentucky
$112K +$114K +1,480 New
TAM
82
Tucker Asset Management
Colorado
$101K +$103K +1,335 New
OW
83
Olistico Wealth
Oklahoma
$96.4K -$5.33K -69 -5%
KFGG
84
Keystone Financial Group (Georgia)
Georgia
$89.3K +$91K +1,178 New
MIM
85
Marshall Investment Management
Colorado
$89.2K +$86.9K +1,126 New
MFG
86
Mendota Financial Group
Wisconsin
$83.6K +$1.24K +16 +1%
Wells Fargo
87
Wells Fargo
California
$74.6K +$76K +984 New
TCG
88
Transcendent Capital Group
Oklahoma
$40.9K +$41.6K +539 New
SC
89
Steph & Co
Wisconsin
$40.8K – – –
BWM
90
Bernard Wealth Management
Michigan
$910 +$927 +12 New
Morgan Stanley
91
Morgan Stanley
New York
$104 +$77 +1 New
JP Morgan Chase
92
JP Morgan Chase
New York
$66 -$11.8K -153 Closed
Jane Street
93
Jane Street
New York
– -$2.05M -25,918 Closed
1 2 3
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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.