Vanguard Core-Plus Bond ETFVPLSETF
13F holders, Q2 2024 (June 30)23holders +6
8new positions
1sold out
$76.12avg. 13F price*
At the end of Q2 2024, 23 institutions reported holding Vanguard Core-Plus Bond ETF (VPLS) in their 13F filings, up 6 from Q1 2024. 8 opened new positions and 1 sold out. The largest holders were MorganRosel Wealth Management, LLC ($7.3M), Fagan Associates, Inc. ($7.1M) and Grant Street Asset Management, Inc. ($3.8M).
- Company
- Vanguard Core-Plus Bond ETF
- CUSIP
- 922020755
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $12.0M |
| Exits | 1 | $225K |
All 13F filers, Q1 2024 → Q2 2024: 196,445 shares bought and 5,020 shares sold, net +191,425 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 23 holders
| MorganRosel Wealth Management, LLC | 2.59% | Add +1.2% | 96,465 | $7.3M |
| Fagan Associates, Inc. | 1.24% | New | 93,385 | $7.1M |
| Grant Street Asset Management, Inc. | 1.19% | New | 49,645 | $3.8M |
| Diversified Portfolios, Inc. | 0.33% | Add +303.2% | 33,045 | $2.5M |
| Jane Street Group, LLC | 0.00% | Add +9.5% | 20,387 | $1.6M |
| Integrity Wealth Solutions LLC | 1.00% | Add +37.0% | 20,277 | $1.5M |
| Breakwater Capital Group | 0.15% | Reduce -19.5% | 8,660 | $659K |
| OMNI 360 Wealth, Inc. | 0.31% | Add +51.9% | 5,346 | $407K |
| GSG Advisors LLC | 0.14% | Add +62.5% | 5,131 | $387K |
| Lakewood Asset Management LLC | 0.27% | New | 5,038 | $383K |
| Kaizen Financial Strategies | 0.22% | New | 4,524 | $349K |
| Acorn Wealth Advisors, LLC | 0.11% | No change | 2,994 | $228K |
| Burton Enright Welch | 0.05% | New | 2,970 | $226K |
| Truist Financial Corp. | 0.00% | No change | 2,653 | $202K |
| Envestnet Asset Management Inc. | 0.00% | No change | 2,653 | $202K |
| Principal Securities, Inc. | 0.00% | New | 2,023 | $154K |
| Osaic Holdings, Inc. | 0.00% | Add +264.2% | 1,657 | $126K |
| Steph & Co. | 0.04% | Add +56.1% | 1,460 | $111K |
| North Star Investment Management Corp. | 0.00% | Add +1.2% | 330 | $25K |
| Mb, Levis & Associates, LLC | 0.00% | Add +1.0% | 102 | $8K |
| Harbour Investments, Inc. | 0.00% | New | 50 | $4K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 15 | $1K |
| Morgan Stanley | 0.00% | New | 1 | $128 |
"% of holder's portfolio" is VPLS's weight in each manager's 13F, not the share of Vanguard Core-Plus Bond ETF the manager owns.