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Vanguard Core Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 614 (+8)

27% more funds holding

Funds holding: 4456 (+12)

13.59% more ownership

Funds ownership: 70.05%83.64% (+14%)

Holders
56
Holders Change
+12
Holders Change %
+27.27%
% of All Funds
0.8%
Holding in Top 10
14
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+133.33%
% of All Funds
0.2%
New
14
Increased
34
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HSA
1
HBK Sorce Advisory
Pennsylvania
$533M +$526M +6,731,627 +145,549%
Financial Engines Advisors
2
Financial Engines Advisors
California
$56.5M +$11.8M +151,626 +27%
MWM
3
Magnolia Wealth Management
Alabama
$46.2M +$2.96M +37,928 +7%
SLWA
4
San Luis Wealth Advisors
California
$38M +$6.66M +85,264 +22%
DPI
5
Diversified Portfolios Inc
Michigan
$27.6M +$25.6M +327,307 +1,546%
TFG
6
Tilson Financial Group
New Jersey
$21.3M +$21M +268,507 New
HIP
7
HUB Investment Partners
Texas
$20.3M +$7.26M +92,983 +57%
FIA
8
Foundations Investment Advisors
Arizona
$16.8M +$16.6M +212,335 New
TFG
9
Tull Financial Group
Virginia
$13.3M +$13.1M +167,833 New
VP
10
Verum Partners
North Carolina
$11.5M +$1.24M +15,897 +12%
CA
11
CGN Advisors
Kansas
$10.5M +$5.66M +72,475 +119%
SIC
12
SJS Investment Consulting
Ohio
$10.4M +$4.46M +57,100 +78%
MWA
13
Mills Wealth Advisors
Texas
$10.1M -$3.29M -42,167 -25%
BEW
14
Burton Enright Welch
California
$8.95M +$3.11M +39,775 +54%
KFS
15
Kaizen Financial Strategies
California
$8.37M +$549K +7,033 +7%
ME
16
McIlrath & Eck
Washington
$8.11M +$7.99M +102,384 New
PIA
17
Pinion Investment Advisors
Kansas
$7.9M +$7.79M +99,801 New
Truist Financial
18
Truist Financial
North Carolina
$7.52M +$3.04M +38,980 +70%
PCMC
19
Private Capital Management (Colorado)
Colorado
$7.02M +$4.19M +53,692 +154%
LSA
20
Lansing Street Advisors
Pennsylvania
$6.68M +$3.74M +47,946 +132%
NFP
21
NorthLanding Financial Partners
New York
$6.07M +$311K +3,985 +5%
FMWA
22
Forvis Mazars Wealth Advisors
Missouri
$4.97M +$4.27M +54,724 +676%
USWIA
23
UP Strategic Wealth Investment Advisors
Pennsylvania
$4.16M +$4.1M +52,476 New
GWM
24
Greenwich Wealth Management
Connecticut
$3.26M +$2.41M +30,847 +300%
HighTower Advisors
25
HighTower Advisors
Illinois
$2.98M +$58.3K +747 +2%

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.