We are live on ! Find out more
VPLS

Vanguard Core Plus Bond ETF

129 hedge funds and large institutions have $461M invested in Vanguard Core Plus Bond ETF in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 71 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

788% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 8

457% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 7

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

28% more funds holding

Funds holding: 101129 (+28)

23% more capital invested

Capital invested by funds: $373M → $461M (+$87.4M)

4.05% less ownership

Funds ownership: 50.74%46.69% (-4%)

Holders
129
Holders Change
+28
Holders Change %
+27.72%
% of All Funds
1.57%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.11%
New
39
Increased
71
Reduced
8
Closed
7
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
$92.7M +$29.4M +374,080 +46%
LPL Financial
2
LPL Financial
California
$51.4M +$17M +216,196 +49%
SF
3
Summit Financial
New Jersey
$18.6M +$1.09M +13,882 +6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$16M +$1.4M +17,746 +9%
BW
5
Balance Wealth
Ohio
$14.8M +$450K +5,725 +3%
DPI
6
Diversified Portfolios Inc
Michigan
$14.4M +$957K +12,176 +7%
KFGG
7
Keystone Financial Group (Georgia)
Georgia
$14.2M +$1.53M +19,492 +12%
FCFC
8
First Commonwealth Financial Corp
Pennsylvania
$14.1M +$2.21M +28,066 +18%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$10M +$4.02M +51,073 +66%
MWM
10
MorganRosel Wealth Management
Colorado
$9.78M +$244K +3,104 +3%
LIM
11
Leavell Investment Management
Alabama
$9.73M +$2.99M +38,035 +44%
Jones Financial Companies
12
Jones Financial Companies
Missouri
$7.68M +$3.27M +41,617 +73%
FA
13
Fagan Associates
New York
$7.39M +$51.2K +651 +0.7%
LWMNY
14
Landmark Wealth Management (New York)
New York
$7.19M +$463K +5,889 +7%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$7.09M +$7.14M +90,827 New
NF
16
NavPoint Financial
Minnesota
$6.81M +$4.8M +61,016 +234%
RYIA
17
Roehl & Yi Investment Advisors
Oregon
$6.79M +$4.67M +59,354 +216%
PIA
18
Panoramic Investment Advisors
Colorado
$6.69M +$626K +7,965 +10%
DAS
19
Dynamic Advisor Solutions
Arizona
$6.4M +$361K +4,593 +6%
UCFA
20
United Capital Financial Advisors
Texas
$6M +$6.04M +76,884 New
IWS
21
Integrity Wealth Solutions
Colorado
$5.77M +$897K +11,408 +18%
LAM
22
Lakewood Asset Management
Illinois
$5.52M +$2.98M +37,841 +115%
JCM
23
Janney Capital Management
Pennsylvania
$5.17M -$113K -1,439 -2%
NSIM
24
North Star Investment Management
Illinois
$4.85M +$2.4M +30,525 +97%
Osaic Holdings
25
Osaic Holdings
Arizona
$4.73M +$1.86M +23,670 +64%

VPLS Hedge Fund Activity: Q4 2025 in Review

129 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Vanguard Core Plus Bond ETF (VPLS) for Q4 2025, worth a combined $461M — up 23% from $373M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new VPLS positions and 7 closed out — a net gain of 32 holders — while 71 added to existing stakes and 8 trimmed.

The largest buyer was Bank of America, adding an estimated $29.4M. The largest seller was PFG Private Wealth Management, exiting entirely with an estimated $4.91M sold.

  • 129 institutional investors held Vanguard Core Plus Bond ETF (VPLS) as of Q4 2025, up from 101 in Q3 2025.
  • Funds reported $461M of Vanguard Core Plus Bond ETF stock for Q4 2025, up 23% quarter-over-quarter.
  • 39 funds opened new Vanguard Core Plus Bond ETF positions in Q4 2025 and 7 closed out, a net change of +32 holders.
  • The largest Vanguard Core Plus Bond ETF buyer in Q4 2025 was Bank of America, an estimated $29.4M added.
  • The largest Vanguard Core Plus Bond ETF seller in Q4 2025 was PFG Private Wealth Management, an estimated $4.91M sold.

Based on aggregated 13F filings for Q4 2025.