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VPLS

Vanguard Core Plus Bond ETF
VPLS

52 hedge funds and large institutions have $87.8M invested in Vanguard Core Plus Bond ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

667% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 3

233% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 6

70% more capital invested

Capital invested by funds: $51.6M → $87.8M (+$36.2M)

63% more funds holding

Funds holding: 32 → 52 (+20)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

6.66% more ownership

Funds ownership: 20.99% → 27.65% (+6.7%)

Holders
52
Holders Change
+20
Holders Change %
+62.5%
% of All Funds
0.68%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
23
Increased
20
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$11.2M
2
CG
CFO4Life Group
Texas
+$3.9M
3
SOS
Silver Oak Securities
Tennessee
+$3.63M
4
SFWC
Strategic Family Wealth Counselors
New Jersey
+$1.86M
5
DPI
Diversified Portfolios Inc
Michigan
+$1.59M

Top Sellers

Rank Fund Capital Flow
1
KFS
Kaizen Financial Strategies
California
-$472K
2
Truist Financial
Truist Financial
North Carolina
-$206K
3
SC
Steph & Co
Wisconsin
-$42.5K
4
PS
Principal Securities
Iowa
-$41.7K
5
BCA
Bay Colony Advisors
Massachusetts
-$41.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
GA
26
GSG Advisors
New Jersey
$498K +$106K +1,376 +27%
HighTower Advisors
27
HighTower Advisors
Illinois
$484K +$492K +6,370 New
WSFS
28
Wilmington Savings Fund Society
Delaware
$477K – – –
OHWA
29
Oak Hill Wealth Advisors
Virginia
$441K +$449K +5,805 New
Jones Financial Companies
30
Jones Financial Companies
Missouri
$431K +$427K +5,527 +3,685%
SC
31
Steph & Co
Wisconsin
$406K -$42.5K -550 -9%
PWA
32
Principia Wealth Advisory
Texas
$357K +$364K +4,704 New
Creative Planning
33
Creative Planning
Kansas
$316K +$321K +4,152 New
PS
34
Principal Securities
Iowa
$310K -$41.7K -539 -12%
AWA
35
Acorn Wealth Advisors
Michigan
$302K – – –
PAG
36
Private Advisor Group
New Jersey
$290K +$295K +3,821 New
Citadel Advisors
37
Citadel Advisors
Florida
$289K +$294K +3,808 New
VP
38
Verum Partners
North Carolina
$278K +$283K +3,656 New
AWM
39
Ariadne Wealth Management
California
$271K +$274K +3,542 New
AQR Capital Management
40
AQR Capital Management
Connecticut
$269K +$274K +3,542 New
Osaic Holdings
41
Osaic Holdings
Arizona
$250K +$126K +1,634 +99%
BCA
42
Bay Colony Advisors
Massachusetts
$239K -$41.2K -533 -14%
CP
43
Capital Planning
Washington
$222K +$226K +2,918 New
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$217K -$541 -7 -0.2%
MWA
45
Moser Wealth Advisors
Washington
$217K +$220K +2,850 New
AWM
46
AE Wealth Management
Kansas
$168K +$171K +2,209 New
AWM
47
Accredited Wealth Management
Kentucky
$64.6K +$65.7K +850 New
VHAM
48
Van Hulzen Asset Management
California
$45.8K +$46.6K +603 New
NSIM
49
North Star Investment Management
Illinois
$25.7K +$464 +6 +2%
MLA
50
MB, Levis & Associates
Pennsylvania
$7.95K +$155 +2 +2%
1
2
3

VPLS Hedge Fund Activity: Q4 2024 in Review

52 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Core Plus Bond ETF (VPLS) for Q4 2024, worth a combined $87.8M — up 70% from $51.6M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new VPLS positions and 3 closed out — a net gain of 20 holders — while 20 added to existing stakes and 6 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $11.2M. The largest seller was Kaizen Financial Strategies, exiting entirely with an estimated $472K sold.

  • 52 institutional investors held Vanguard Core Plus Bond ETF (VPLS) as of Q4 2024, up from 32 in Q3 2024.
  • Funds reported $87.8M of Vanguard Core Plus Bond ETF stock for Q4 2024, up 70% quarter-over-quarter.
  • 23 funds opened new Vanguard Core Plus Bond ETF positions in Q4 2024 and 3 closed out, a net change of +20 holders.
  • The largest Vanguard Core Plus Bond ETF buyer in Q4 2024 was Royal Bank of Canada, an estimated $11.2M added.
  • The largest Vanguard Core Plus Bond ETF seller in Q4 2024 was Kaizen Financial Strategies, an estimated $472K sold.

Based on aggregated 13F filings for Q4 2024.