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Vanguard Core Bond ETF

44 hedge funds and large institutions have $213M invested in Vanguard Core Bond ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 19 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 2

850% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 2

332% more capital invested

Capital invested by funds: $49.2M → $213M (+$163M)

83% more funds holding

Funds holding: 2444 (+20)

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

31.31% more ownership

Funds ownership: 38.74%70.05% (+31%)

Holders
44
Holders Change
+20
Holders Change %
+83.33%
% of All Funds
0.64%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
22
Increased
19
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$42.7M +$42.4M +561,374 New
MWM
2
Magnolia Wealth Management
Alabama
$41.5M +$41.2M +545,840 New
SLWA
3
San Luis Wealth Advisors
California
$30M +$29.8M +395,011 New
MWA
4
Mills Wealth Advisors
Texas
$12.9M +$7.74M +102,563 +153%
HIP
5
HUB Investment Partners
Texas
$12.4M +$4.87M +64,489 +65%
VP
6
Verum Partners
North Carolina
$9.79M +$5.86M +77,615 +152%
KFS
7
Kaizen Financial Strategies
California
$7.61M +$7.44M +98,616 New
SIC
8
SJS Investment Consulting
Ohio
$5.6M +$5.02M +66,486 +929%
BEW
9
Burton Enright Welch
California
$5.57M +$2.03M +26,929 +58%
NFP
10
NorthLanding Financial Partners
New York
$5.53M +$280K +3,716 +5%
CA
11
CGN Advisors
Kansas
$4.61M +$4.58M +60,665 New
Truist Financial
12
Truist Financial
North Carolina
$4.25M +$4.22M +55,948 New
HighTower Advisors
13
HighTower Advisors
Illinois
$2.81M +$469K +6,208 +20%
LSA
14
Lansing Street Advisors
Pennsylvania
$2.77M +$909K +12,040 +49%
PCMC
15
Private Capital Management (Colorado)
Colorado
$2.66M +$2.4M +31,848 +1,031%
NHC
16
Nicholas Hoffman & Company
Georgia
$2.24M +$1.18M +15,664 +114%
Jane Street
17
Jane Street
New York
$2.2M +$841K +11,149 +62%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.91M -$679K -8,992 -26%
GWM
19
Grand Wealth Management
Michigan
$1.87M +$140K +1,850 +8%
FTUS
20
Flow Traders U.S.
New York
$1.76M +$1.74M +23,115 New
DPI
21
Diversified Portfolios Inc
Michigan
$1.61M +$1.6M +21,173 New
O3W
22
Omni 360 Wealth
New Jersey
$1.56M +$901K +11,940 +138%
PIMG
23
Patriot Investment Management Group
Tennessee
$1.46M +$837K +11,085 +136%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.24M +$1.23M +16,255 New
SFWC
25
Strategic Family Wealth Counselors
New Jersey
$911K +$905K +11,986 New

VCRB Hedge Fund Activity: Q2 2024 in Review

44 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Core Bond ETF (VCRB) for Q2 2024, worth a combined $213M — up 332% from $49.2M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new VCRB positions and 2 closed out — a net gain of 20 holders — while 19 added to existing stakes and 2 trimmed.

The largest buyer was Financial Engines Advisors, opening a new position worth an estimated $42.4M. The largest seller was Tilson Financial Group, exiting entirely with an estimated $8.72M sold.

  • 44 institutional investors held Vanguard Core Bond ETF (VCRB) as of Q2 2024, up from 24 in Q1 2024.
  • Funds reported $213M of Vanguard Core Bond ETF stock for Q2 2024, up 332% quarter-over-quarter.
  • 22 funds opened new Vanguard Core Bond ETF positions in Q2 2024 and 2 closed out, a net change of +20 holders.
  • The largest Vanguard Core Bond ETF buyer in Q2 2024 was Financial Engines Advisors, an estimated $42.4M added.
  • The largest Vanguard Core Bond ETF seller in Q2 2024 was Tilson Financial Group, an estimated $8.72M sold.

Based on aggregated 13F filings for Q2 2024.