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VPLS

Vanguard Core Plus Bond ETF

73 hedge funds and large institutions have $171M invested in Vanguard Core Plus Bond ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 35 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,050% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 2

250% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 10

95% more capital invested

Capital invested by funds: $87.8M → $171M (+$83.6M)

40% more funds holding

Funds holding: 5273 (+21)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

7.91% more ownership

Funds ownership: 27.65%35.56% (+7.9%)

Holders
73
Holders Change
+21
Holders Change %
+40.38%
% of All Funds
0.98%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
23
Increased
35
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$27.8M +$27.5M +357,941 New
LPL Financial
2
LPL Financial
California
$20M +$18.3M +238,540 +1,215%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$11.8M +$519K +6,769 +5%
DPI
4
Diversified Portfolios Inc
Michigan
$10.4M +$2.23M +29,061 +28%
MWM
5
MorganRosel Wealth Management
Colorado
$8.71M +$558K +7,273 +7%
PIA
6
Panoramic Investment Advisors
Colorado
$7.7M +$491K +6,400 +7%
FA
7
Fagan Associates
New York
$7.36M -$100K -1,310 -1%
LWMNY
8
Landmark Wealth Management (New York)
New York
$6.52M -$148K -1,923 -2%
KFGG
9
Keystone Financial Group (Georgia)
Georgia
$6.52M +$3.09M +40,326 +90%
JCM
10
Janney Capital Management
Pennsylvania
$5.49M +$5.43M +70,759 New
CG
11
CFO4Life Group
Texas
$4.15M +$235K +3,067 +6%
BW
12
Balance Wealth
Ohio
$4.05M +$4.01M +52,227 New
GSAM
13
Grant Street Asset Management
Pennsylvania
$4.02M +$73.1K +953 +2%
SOS
14
Silver Oak Securities
Tennessee
$3.9M +$269K +3,512 +7%
Jane Street
15
Jane Street
New York
$3.53M +$2.48M +32,372 +246%
LIM
16
Leavell Investment Management
Alabama
$3.51M +$1.74M +22,659 +100%
RAG
17
RIA Advisory Group
Iowa
$3.19M +$3.15M +41,123 New
IWS
18
Integrity Wealth Solutions
Colorado
$2.88M +$722K +9,409 +34%
AF
19
Apexium Financial
Texas
$2.13M +$2.1M +27,426 New
Jones Financial Companies
20
Jones Financial Companies
Missouri
$2M +$1.54M +20,138 +355%
SFWC
21
Strategic Family Wealth Counselors
New Jersey
$1.87M +$6.29K +82 +0.3%
AFP
22
Ausdal Financial Partners
Iowa
$1.85M +$390K +5,078 +27%
IAG
23
Investment Advisory Group
Massachusetts
$1.64M +$431K +5,624 +36%
LAM
24
Lakewood Asset Management
Illinois
$1.35M +$529K +6,891 +65%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.01M +$328K +4,281 +49%

VPLS Hedge Fund Activity: Q1 2025 in Review

73 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard Core Plus Bond ETF (VPLS) for Q1 2025, worth a combined $171M — up 95% from $87.8M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new VPLS positions and 2 closed out — a net gain of 21 holders — while 35 added to existing stakes and 10 trimmed.

The largest buyer was Bank of America, opening a new position worth an estimated $27.5M. The largest seller was Parr McKnight Wealth Management Group, exiting entirely with an estimated $2.18M sold.

  • 73 institutional investors held Vanguard Core Plus Bond ETF (VPLS) as of Q1 2025, up from 52 in Q4 2024.
  • Funds reported $171M of Vanguard Core Plus Bond ETF stock for Q1 2025, up 95% quarter-over-quarter.
  • 23 funds opened new Vanguard Core Plus Bond ETF positions in Q1 2025 and 2 closed out, a net change of +21 holders.
  • The largest Vanguard Core Plus Bond ETF buyer in Q1 2025 was Bank of America, an estimated $27.5M added.
  • The largest Vanguard Core Plus Bond ETF seller in Q1 2025 was Parr McKnight Wealth Management Group, an estimated $2.18M sold.

Based on aggregated 13F filings for Q1 2025.