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Vanguard Core Bond ETF

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: 5691 (+35)

43% more funds holding in top 10

Funds holding in top 10: 1420 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
HSA
1
HBK Sorce Advisory
Pennsylvania
$545M +$34.8M +451,370 +7%
MWA
2
Martel Wealth Advisors
Washington
$83.2M +$84.7M +1,097,152 New
Financial Engines Advisors
3
Financial Engines Advisors
California
$57.6M +$3.66M +47,341 +7%
MWM
4
Magnolia Wealth Management
Alabama
$45.5M +$1.26M +16,370 +3%
DPI
5
Diversified Portfolios Inc
Michigan
$42.5M +$16.3M +211,606 +61%
SLWA
6
San Luis Wealth Advisors
California
$39.3M +$2.99M +38,759 +8%
TFG
7
Tilson Financial Group
New Jersey
$29.9M +$9.74M +126,177 +47%
AT
8
American Trust
Kentucky
$29.6M +$30.2M +390,716 New
HIP
9
HUB Investment Partners
Texas
$23.4M +$4M +51,817 +20%
MWA
10
Mills Wealth Advisors
Texas
$22M +$12.6M +162,752 +128%
MWM
11
Momentous Wealth Management
Washington
$18.8M +$19.1M +247,551 New
CA
12
CGN Advisors
Kansas
$14.1M +$4.12M +53,306 +40%
VP
13
Verum Partners
North Carolina
$14.1M +$3.18M +41,213 +28%
FMWA
14
Forvis Mazars Wealth Advisors
Missouri
$13.3M +$8.72M +112,974 +180%
TFG
15
Tull Financial Group
Virginia
$13.1M +$401K +5,199 +3%
FIA
16
Foundations Investment Advisors
Arizona
$13M -$3.18M -41,235 -19%
SWA
17
ShankerValleau Wealth Advisors
Illinois
$11.3M +$11.5M +148,446 New
BEW
18
Burton Enright Welch
California
$11.2M +$2.66M +34,466 +31%
SIC
19
SJS Investment Consulting
Ohio
$11M +$1.14M +14,792 +11%
PCMC
20
Private Capital Management (Colorado)
Colorado
$8.75M +$2.07M +26,770 +30%
ME
21
McIlrath & Eck
Washington
$8.62M +$870K +11,264 +11%
GWA
22
Gutierrez Wealth Advisory
Arkansas
$8.11M +$8.26M +106,978 New
PAG
23
Private Advisor Group
New Jersey
$8.1M +$8.25M +106,790 New
HighTower Advisors
24
HighTower Advisors
Illinois
$8.07M +$5.31M +68,771 +183%
KFS
25
Kaizen Financial Strategies
California
$7.51M -$506K -6,554 -6%

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.