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VPLS

Vanguard Core Plus Bond ETF

23 hedge funds and large institutions have $27.3M invested in Vanguard Core Plus Bond ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 1

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

109% more capital invested

Capital invested by funds: $13.1M → $27.3M (+$14.3M)

35% more funds holding

Funds holding: 1723 (+6)

6.93% more ownership

Funds ownership: 11.66%18.59% (+6.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
23
Holders Change
+6
Holders Change %
+35.29%
% of All Funds
0.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
10
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1
MorganRosel Wealth Management
Colorado
$7.34M +$89.3K +1,181 +1%
FA
2
Fagan Associates
New York
$7.11M +$7.06M +93,385 New
GSAM
3
Grant Street Asset Management
Pennsylvania
$3.78M +$3.75M +49,645 New
DPI
4
Diversified Portfolios Inc
Michigan
$2.52M +$1.88M +24,849 +303%
Jane Street
5
Jane Street
New York
$1.55M +$134K +1,766 +9%
IWS
6
Integrity Wealth Solutions
Colorado
$1.54M +$414K +5,481 +37%
BCG
7
Breakwater Capital Group
New Jersey
$659K -$158K -2,092 -19%
O3W
8
Omni 360 Wealth
New Jersey
$407K +$138K +1,826 +52%
GA
9
GSG Advisors
New Jersey
$387K +$149K +1,974 +63%
LAM
10
Lakewood Asset Management
Illinois
$383K +$381K +5,038 New
KFS
11
Kaizen Financial Strategies
California
$349K +$342K +4,524 New
AWA
12
Acorn Wealth Advisors
Michigan
$228K
BEW
13
Burton Enright Welch
California
$226K +$225K +2,970 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$202K
Truist Financial
15
Truist Financial
North Carolina
$202K
PS
16
Principal Securities
Iowa
$154K +$153K +2,023 New
Osaic Holdings
17
Osaic Holdings
Arizona
$126K +$90.9K +1,202 +264%
SC
18
Steph & Co
Wisconsin
$111K +$39.7K +525 +56%
NSIM
19
North Star Investment Management
Illinois
$25.1K +$302 +4 +1%
MLA
20
MB, Levis & Associates
Pennsylvania
$7.75K +$76 +1 +1%
HI
21
Harbour Investments
Wisconsin
$3.81K +$3.78K +50 New
CIAS
22
CBIZ Investment Advisory Services
Ohio
$1.16K
Morgan Stanley
23
Morgan Stanley
New York
$128 +$76 +1 New
Citadel Advisors
24
Citadel Advisors
Florida
-$225K -2,928 Closed

VPLS Hedge Fund Activity: Q2 2024 in Review

23 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Core Plus Bond ETF (VPLS) for Q2 2024, worth a combined $27.3M — up 109% from $13.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new VPLS positions and 1 closed out — a net gain of 7 holders — while 10 added to existing stakes and 1 trimmed.

The largest buyer was Fagan Associates, opening a new position worth an estimated $7.06M. The largest seller was Citadel Advisors, exiting entirely with an estimated $225K sold.

  • 23 institutional investors held Vanguard Core Plus Bond ETF (VPLS) as of Q2 2024, up from 17 in Q1 2024.
  • Funds reported $27.3M of Vanguard Core Plus Bond ETF stock for Q2 2024, up 109% quarter-over-quarter.
  • 8 funds opened new Vanguard Core Plus Bond ETF positions in Q2 2024 and 1 closed out, a net change of +7 holders.
  • The largest Vanguard Core Plus Bond ETF buyer in Q2 2024 was Fagan Associates, an estimated $7.06M added.
  • The largest Vanguard Core Plus Bond ETF seller in Q2 2024 was Citadel Advisors, an estimated $225K sold.

Based on aggregated 13F filings for Q2 2024.