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VPLS

Vanguard Core Plus Bond ETF

32 hedge funds and large institutions have $51.6M invested in Vanguard Core Plus Bond ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

300% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 4

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

89% more capital invested

Capital invested by funds: $27.3M → $51.6M (+$24.3M)

39% more funds holding

Funds holding: 2332 (+9)

2.4% more ownership

Funds ownership: 18.59%20.99% (+2.4%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $389K

Holders
32
Holders Change
+9
Holders Change %
+39.13%
% of All Funds
0.46%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
10
Increased
16
Reduced
4
Closed
1
Calls
Puts
$389K
Net Calls
-$389K
Net Calls Change
-$389K
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1
MorganRosel Wealth Management
Colorado
$7.96M +$308K +3,945 +4%
FA
2
Fagan Associates
New York
$7.47M +$61.5K +788 +0.8%
DPI
3
Diversified Portfolios Inc
Michigan
$6.71M +$4.02M +51,501 +156%
LWMNY
4
Landmark Wealth Management (New York)
New York
$6.51M +$6.41M +82,025 New
PIA
5
Panoramic Investment Advisors
Colorado
$6.42M +$6.32M +80,877 New
GSAM
6
Grant Street Asset Management
Pennsylvania
$3.95M +$9.76K +125 +0.3%
IWS
7
Integrity Wealth Solutions
Colorado
$1.84M +$229K +2,928 +14%
AFP
8
Ausdal Financial Partners
Iowa
$1.44M +$1.42M +18,198 New
Jane Street
9
Jane Street
New York
$1.06M -$547K -7,011 -34%
LIM
10
Leavell Investment Management
Alabama
$991K +$975K +12,491 New
LPL Financial
11
LPL Financial
California
$967K +$952K +12,195 New
O3W
12
Omni 360 Wealth
New Jersey
$737K +$309K +3,952 +74%
BCG
13
Breakwater Capital Group
New Jersey
$674K -$12.5K -160 -2%
LAM
14
Lakewood Asset Management
Illinois
$653K +$249K +3,195 +63%
IAG
15
Investment Advisory Group
Massachusetts
$561K +$552K +7,068 New
WSFS
16
Wilmington Savings Fund Society
Delaware
$498K +$490K +6,280 New
KFS
17
Kaizen Financial Strategies
California
$472K +$112K +1,429 +32%
SC
18
Steph & Co
Wisconsin
$467K +$346K +4,430 +303%
GA
19
GSG Advisors
New Jersey
$411K +$3.9K +50 +1%
PS
20
Principal Securities
Iowa
$367K +$203K +2,601 +129%
AWA
21
Acorn Wealth Advisors
Michigan
$315K +$76.5K +980 +33%
BCA
22
Bay Colony Advisors
Massachusetts
$292K +$288K +3,682 New
BEW
23
Burton Enright Welch
California
$240K +$4.06K +52 +2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$227K +$16.3K +209 +8%
Truist Financial
25
Truist Financial
North Carolina
$206K -$3.9K -50 -2%

VPLS Hedge Fund Activity: Q3 2024 in Review

32 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Core Plus Bond ETF (VPLS) for Q3 2024, worth a combined $51.6M — up 89% from $27.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new VPLS positions and 1 closed out — a net gain of 9 holders — while 16 added to existing stakes and 4 trimmed.

The largest buyer was Landmark Wealth Management (New York), opening a new position worth an estimated $6.41M. The largest seller was Jane Street, cutting an estimated $547K.

  • 32 institutional investors held Vanguard Core Plus Bond ETF (VPLS) as of Q3 2024, up from 23 in Q2 2024.
  • Funds reported $51.6M of Vanguard Core Plus Bond ETF stock for Q3 2024, up 89% quarter-over-quarter.
  • 10 funds opened new Vanguard Core Plus Bond ETF positions in Q3 2024 and 1 closed out, a net change of +9 holders.
  • The largest Vanguard Core Plus Bond ETF buyer in Q3 2024 was Landmark Wealth Management (New York), an estimated $6.41M added.
  • The largest Vanguard Core Plus Bond ETF seller in Q3 2024 was Jane Street, an estimated $547K sold.

Based on aggregated 13F filings for Q3 2024.