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Vanguard Core Bond ETF

135 hedge funds and large institutions have $2.04B invested in Vanguard Core Bond ETF in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 68 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,033% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 6

657% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 7

71% more capital invested

Capital invested by funds: $1.19B → $2.04B (+$851M)

48% more funds holding

Funds holding: 91135 (+44)

45% more funds holding in top 10

Funds holding in top 10: 2029 (+9)

2.22% more ownership

Funds ownership: 82.6%84.82% (+2.2%)

Holders
135
Holders Change
+44
Holders Change %
+48.35%
% of All Funds
1.81%
Holding in Top 10
29
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+45%
% of All Funds
0.39%
New
53
Increased
68
Reduced
6
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HSA
1
HBK Sorce Advisory
Pennsylvania
$616M +$58.9M +770,415 +11%
S
2
SignatureFD
Georgia
$273M +$270M +3,525,105 New
MWA
3
Martel Wealth Advisors
Washington
$105M +$19.6M +255,537 +23%
BCI
4
Brinker Capital Investments
Pennsylvania
$69.2M +$68.4M +894,071 New
OPS
5
Orion Portfolio Solutions
Nebraska
$69.2M +$68.4M +894,071 New
Financial Engines Advisors
6
Financial Engines Advisors
California
$61.7M +$2.82M +36,814 +5%
DPI
7
Diversified Portfolios Inc
Michigan
$59.9M +$16.3M +213,343 +38%
MWM
8
Magnolia Wealth Management
Alabama
$45.1M -$1.39M -18,142 -3%
FMWA
9
Forvis Mazars Wealth Advisors
Missouri
$37.5M +$23.6M +309,049 +176%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$36.2M +$32.7M +427,927 +1,072%
SLWA
11
San Luis Wealth Advisors
California
$33.7M -$6.44M -84,153 -16%
TFG
12
Tilson Financial Group
New Jersey
$33.6M +$2.96M +38,745 +10%
SC
13
Schoolcraft Capital
Colorado
$31.3M +$30.9M +403,597 New
HIP
14
HUB Investment Partners
Texas
$28M +$4.09M +53,474 +17%
MWA
15
Mills Wealth Advisors
Texas
$24.5M +$2.01M +26,253 +9%
LPL Financial
16
LPL Financial
California
$23.6M +$21.8M +285,347 +1,466%
MWM
17
Momentous Wealth Management
Washington
$23.4M +$4.16M +54,307 +22%
MIS
18
Morningstar Investment Services
Illinois
$23M +$22.7M +297,313 New
CWG
19
Cornerstone Wealth Group
North Carolina
$21.5M +$21.2M +277,268 New
VP
20
Verum Partners
North Carolina
$19.8M +$5.34M +69,755 +38%
CA
21
CGN Advisors
Kansas
$16.6M +$2.1M +27,476 +15%
TFG
22
Tull Financial Group
Virginia
$16.3M +$2.9M +37,852 +22%
Bank of America
23
Bank of America
North Carolina
$16.1M +$15.9M +208,409 New
PIA
24
Pinion Investment Advisors
Kansas
$13.8M +$6.12M +80,040 +82%
BEW
25
Burton Enright Welch
California
$13.8M +$2.34M +30,635 +21%

VCRB Hedge Fund Activity: Q1 2025 in Review

135 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Vanguard Core Bond ETF (VCRB) for Q1 2025, worth a combined $2.04B — up 71% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new VCRB positions and 7 closed out — a net gain of 46 holders — while 68 added to existing stakes and 6 trimmed.

The largest buyer was SignatureFD, opening a new position worth an estimated $270M. The largest seller was American Trust, exiting entirely with an estimated $29.6M sold.

  • 135 institutional investors held Vanguard Core Bond ETF (VCRB) as of Q1 2025, up from 91 in Q4 2024.
  • Funds reported $2.04B of Vanguard Core Bond ETF stock for Q1 2025, up 71% quarter-over-quarter.
  • 53 funds opened new Vanguard Core Bond ETF positions in Q1 2025 and 7 closed out, a net change of +46 holders.
  • The largest Vanguard Core Bond ETF buyer in Q1 2025 was SignatureFD, an estimated $270M added.
  • The largest Vanguard Core Bond ETF seller in Q1 2025 was American Trust, an estimated $29.6M sold.

Based on aggregated 13F filings for Q1 2025.