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Vanguard Core Bond ETF

24 hedge funds and large institutions have $49.2M invested in Vanguard Core Bond ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 4 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,900% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 1

1,757% more capital invested

Capital invested by funds: $2.65M → $49.2M (+$46.5M)

380% more funds holding

Funds holding: 524 (+19)

32.72% more ownership

Funds ownership: 6.02%38.74% (+33%)

Holders
24
Holders Change
+19
Holders Change %
+380%
% of All Funds
0.35%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.06%
New
20
Increased
4
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFG
1
Tilson Financial Group
New Jersey
$8.72M +$8.71M +114,059 New
HIP
2
HUB Investment Partners
Texas
$7.57M +$7.56M +98,975 New
NFP
3
NorthLanding Financial Partners
New York
$5.28M +$5.27M +68,998 New
MWA
4
Mills Wealth Advisors
Texas
$5.13M +$4.67M +61,089 +1,032%
VP
5
Verum Partners
North Carolina
$3.91M +$3.69M +48,339 +1,751%
BEW
6
Burton Enright Welch
California
$3.54M +$2.15M +28,213 +156%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.6M +$2.3M +30,169 +777%
HighTower Advisors
8
HighTower Advisors
Illinois
$2.35M +$2.35M +30,704 New
LSA
9
Lansing Street Advisors
Pennsylvania
$1.86M +$1.86M +24,365 New
GWM
10
Grand Wealth Management
Michigan
$1.74M +$1.73M +22,690 New
Jane Street
11
Jane Street
New York
$1.37M +$1.36M +17,849 New
NHC
12
Nicholas Hoffman & Company
Georgia
$1.06M +$1.05M +13,796 New
AFG
13
AFS Financial Group
Maryland
$807K +$806K +10,550 New
O3W
14
Omni 360 Wealth
New Jersey
$660K +$659K +8,625 New
PIMG
15
Patriot Investment Management Group
Tennessee
$624K +$623K +8,160 New
SIC
16
SJS Investment Consulting
Ohio
$547K +$546K +7,153 New
HSA
17
HBK Sorce Advisory
Pennsylvania
$354K +$353K +4,625 New
EFS
18
Essex Financial Services
Connecticut
$265K +$265K +3,470 New
PCMC
19
Private Capital Management (Colorado)
Colorado
$236K +$236K +3,088 New
PPW
20
Pasadena Private Wealth
California
$214K +$214K +2,796 New
D
21
Dentgroup
Louisiana
$207K +$207K +2,711 New
MFG
22
Mendota Financial Group
Wisconsin
$81.5K +$81.3K +1,065 New
LI
23
LRI Investments
Florida
$46.9K +$46.8K +613 New
Osaic Holdings
24
Osaic Holdings
Arizona
$30.4K +$30.3K +397 New
AI
25
Auour Investments
Massachusetts
-$282K -3,692 Closed

VCRB Hedge Fund Activity: Q1 2024 in Review

24 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Core Bond ETF (VCRB) for Q1 2024, worth a combined $49.2M — up 1,757% from $2.65M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VCRB positions and 1 closed out — a net gain of 19 holders — while 4 added to existing stakes and 0 trimmed.

The largest buyer was Tilson Financial Group, opening a new position worth an estimated $8.71M. The largest seller was Auour Investments, exiting entirely with an estimated $282K sold.

  • 24 institutional investors held Vanguard Core Bond ETF (VCRB) as of Q1 2024, up from 5 in Q4 2023.
  • Funds reported $49.2M of Vanguard Core Bond ETF stock for Q1 2024, up 1,757% quarter-over-quarter.
  • 20 funds opened new Vanguard Core Bond ETF positions in Q1 2024 and 1 closed out, a net change of +19 holders.
  • The largest Vanguard Core Bond ETF buyer in Q1 2024 was Tilson Financial Group, an estimated $8.71M added.
  • The largest Vanguard Core Bond ETF seller in Q1 2024 was Auour Investments, an estimated $282K sold.

Based on aggregated 13F filings for Q1 2024.