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VPLS

Vanguard Core Plus Bond ETF

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: 3252 (+20)

33% more funds holding in top 10

Funds holding in top 10: 34 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$11M +$11.2M +145,246 +518,736%
DPI
2
Diversified Portfolios Inc
Michigan
$7.99M +$1.59M +20,560 +24%
MWM
3
MorganRosel Wealth Management
Colorado
$7.98M +$357K +4,613 +5%
FA
4
Fagan Associates
New York
$7.31M +$159K +2,060 +2%
PIA
5
Panoramic Investment Advisors
Colorado
$7.06M +$931K +12,042 +15%
LWMNY
6
Landmark Wealth Management (New York)
New York
$6.53M +$305K +3,948 +5%
GSAM
7
Grant Street Asset Management
Pennsylvania
$3.87M +$86K +1,113 +2%
CG
8
CFO4Life Group
Texas
$3.83M +$3.9M +50,416 New
SOS
9
Silver Oak Securities
Tennessee
$3.57M +$3.63M +46,905 New
KFGG
10
Keystone Financial Group (Georgia)
Georgia
$3.39M +$3.45M +44,669 New
PMWMG
11
Parr McKnight Wealth Management Group
Minnesota
$2.18M +$2.22M +28,740 New
IWS
12
Integrity Wealth Solutions
Colorado
$2.1M +$345K +4,458 +19%
SFWC
13
Strategic Family Wealth Counselors
New Jersey
$1.83M +$1.86M +24,088 New
LIM
14
Leavell Investment Management
Alabama
$1.71M +$778K +10,062 +81%
LPL Financial
15
LPL Financial
California
$1.49M +$575K +7,434 +61%
AFP
16
Ausdal Financial Partners
Iowa
$1.43M +$42.9K +555 +3%
IAG
17
Investment Advisory Group
Massachusetts
$1.18M +$656K +8,487 +120%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$1.05M +$1.06M +13,757 New
Jane Street
19
Jane Street
New York
$998K -$18.8K -243 -2%
O3W
20
Omni 360 Wealth
New Jersey
$914K +$211K +2,733 +29%
BEW
21
Burton Enright Welch
California
$817K +$597K +7,724 +256%
LAM
22
Lakewood Asset Management
Illinois
$803K +$181K +2,340 +28%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$669K +$681K +8,805 New
BCG
24
Breakwater Capital Group
New Jersey
$633K -$13.1K -170 -2%
WC
25
Westwind Capital
New Mexico
$554K +$563K +7,287 New

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.