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VPLS

Vanguard Core Plus Bond ETF

145 hedge funds and large institutions have $690M invested in Vanguard Core Plus Bond ETF in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 72 increasing their positions, 19 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 19

138% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 16

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

50% more capital invested

Capital invested by funds: $461M → $690M (+$230M)

12% more funds holding

Funds holding: 129145 (+16)

6% more ownership

Funds ownership: 46.69%52.7% (+6%)

Holders
145
Holders Change
+16
Holders Change %
+12.4%
% of All Funds
1.79%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.17%
New
38
Increased
72
Reduced
19
Closed
16
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
$126M +$34.2M +437,524 +37%
LPL Financial
2
LPL Financial
California
$50M -$1.15M -14,652 -2%
Osaic Holdings
3
Osaic Holdings
Arizona
$28.5M +$24M +306,983 +507%
WAM
4
WNY Asset Management
New York
$28.4M +$28.7M +366,563 New
IWS
5
Insight Wealth Strategies
California
$26.6M +$26.8M +343,106 New
KFGG
6
Keystone Financial Group (Georgia)
Georgia
$21.2M +$7.15M +91,403 +50%
SF
7
Summit Financial
New Jersey
$19.3M +$873K +11,161 +5%
FCFC
8
First Commonwealth Financial Corp
Pennsylvania
$17.1M +$3.09M +39,455 +22%
DPI
9
Diversified Portfolios Inc
Michigan
$15M +$717K +9,159 +5%
BW
10
Balance Wealth
Ohio
$14.7M +$46.7K +597 +0.3%
Betterment LLC
11
Betterment LLC
New York
$13.7M +$13.8M +176,641 New
Mariner
12
Mariner
Kansas
$13.1M +$10.6M +135,133 +400%
Raymond James Financial
13
Raymond James Financial
Florida
$13M +$11.8M +150,370 +886%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$12.3M +$4.8M +61,388 +62%
LIM
15
Leavell Investment Management
Alabama
$11.7M +$2.01M +25,701 +21%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$11.6M +$1.67M +21,363 +17%
PPW
17
Pasadena Private Wealth
California
$10.4M +$10.5M +133,918 New
NF
18
NavPoint Financial
Minnesota
$10.3M +$3.53M +45,086 +52%
LWMNY
19
Landmark Wealth Management (New York)
New York
$9M +$1.88M +23,994 +26%
RWRC
20
R.W. Roge & Company
New York
$8.32M +$7.93M +101,286 +1,691%
RYIA
21
Roehl & Yi Investment Advisors
Oregon
$8.11M +$1.38M +17,624 +20%
VC
22
Vicus Capital
Pennsylvania
$7.54M +$4.29M +54,887 +130%
FA
23
Fagan Associates
New York
$7.27M -$72.8K -930 -1%
EPW
24
Evolve Private Wealth
California
$7.24M +$7.3M +93,286 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$7.03M -$8.97M -114,649 -56%