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VPLS

Vanguard Core Plus Bond ETF
VPLS

17 hedge funds and large institutions have $13.1M invested in Vanguard Core Plus Bond ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 1

611% more capital invested

Capital invested by funds: $1.84M → $13.1M (+$11.2M)

467% more funds holding

Funds holding: 3 → 17 (+14)

8.06% more ownership

Funds ownership: 3.6% → 11.66% (+8.1%)

Holders
17
Holders Change
+14
Holders Change %
+466.67%
% of All Funds
0.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
2
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MWM
MorganRosel Wealth Management
Colorado
+$7.29M
2
IWS
Integrity Wealth Solutions
Colorado
+$1.13M
3
DPI
Diversified Portfolios Inc
Michigan
+$627K
4
BCG
Breakwater Capital Group
New Jersey
+$429K
5
O3W
Omni 360 Wealth
New Jersey
+$269K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$85K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1
MorganRosel Wealth Management
Colorado
$7.31M +$7.29M +95,284 New
Jane Street
2
Jane Street
New York
$1.43M +$82.2K +1,075 +6%
IWS
3
Integrity Wealth Solutions
Colorado
$1.14M +$1.13M +14,796 New
BCG
4
Breakwater Capital Group
New Jersey
$825K +$429K +5,609 +109%
DPI
5
Diversified Portfolios Inc
Michigan
$629K +$627K +8,196 New
O3W
6
Omni 360 Wealth
New Jersey
$270K +$269K +3,520 New
GA
7
GSG Advisors
New Jersey
$240K +$241K +3,157 New
AWA
8
Acorn Wealth Advisors
Michigan
$230K +$229K +2,994 New
Citadel Advisors
9
Citadel Advisors
Florida
$225K +$224K +2,928 New
PIA
10
Panoramic Investment Advisors
Colorado
$223K +$223K +2,912 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$204K +$203K +2,653 New
Truist Financial
12
Truist Financial
North Carolina
$201K +$203K +2,653 New
SC
13
Steph & Co
Wisconsin
$71.7K +$71.5K +935 New
Osaic Holdings
14
Osaic Holdings
Arizona
$34.9K +$34.8K +455 New
NSIM
15
North Star Investment Management
Illinois
$25K +$24.9K +326 New
MLA
16
MB, Levis & Associates
Pennsylvania
$7.72K +$7.72K +101 New
CIAS
17
CBIZ Investment Advisory Services
Ohio
$1.15K +$1.15K +15 New
UBS Group
18
UBS Group
Switzerland
– -$85K -1,099 Closed

VPLS Hedge Fund Activity: Q1 2024 in Review

17 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Core Plus Bond ETF (VPLS) for Q1 2024, worth a combined $13.1M — up 611% from $1.84M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new VPLS positions and 1 closed out — a net gain of 14 holders — while 2 added to existing stakes and 0 trimmed.

The largest buyer was MorganRosel Wealth Management, opening a new position worth an estimated $7.29M. The largest seller was UBS Group, exiting entirely with an estimated $85K sold.

  • 17 institutional investors held Vanguard Core Plus Bond ETF (VPLS) as of Q1 2024, up from 3 in Q4 2023.
  • Funds reported $13.1M of Vanguard Core Plus Bond ETF stock for Q1 2024, up 611% quarter-over-quarter.
  • 15 funds opened new Vanguard Core Plus Bond ETF positions in Q1 2024 and 1 closed out, a net change of +14 holders.
  • The largest Vanguard Core Plus Bond ETF buyer in Q1 2024 was MorganRosel Wealth Management, an estimated $7.29M added.
  • The largest Vanguard Core Plus Bond ETF seller in Q1 2024 was UBS Group, an estimated $85K sold.

Based on aggregated 13F filings for Q1 2024.