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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$11.2M |
| 2 |
CG
CFO4Life Group
Coppell,
Texas
|
+$3.9M |
| 3 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$3.63M |
| 4 |
SFWC
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
+$1.86M |
| 5 |
DPI
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
+$1.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFS
Kaizen Financial Strategies
Campbell,
California
|
-$472K |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$206K |
| 3 |
SC
Steph & Co
Marinette,
Wisconsin
|
-$42.5K |
| 4 |
PS
Principal Securities
Des Moines,
Iowa
|
-$41.7K |
| 5 |
BCA
Bay Colony Advisors
Concord,
Massachusetts
|
-$41.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MG
51
Mather Group
Chicago,
Illinois
| $6.38K | +$6.49K | +84 | New |
|
|
HI
52
Harbour Investments
Madison,
Wisconsin
| $3.8K | – | – | – |
|
|
KFS
53
Kaizen Financial Strategies
Campbell,
California
| – | -$472K | -5,953 | Closed |
|
|
54
Truist Financial
Charlotte,
North Carolina
| – | -$206K | -2,603 | Closed |
|
55
Morgan Stanley
New York
| – | -$156 | -1 | Closed |
|
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.