Vanguard Core-Plus Bond ETFVPLSETF
13F holders, Q3 2024 (September 30)32holders +9
9new positions
1sold out
$79.32avg. 13F price*
At the end of Q3 2024, 32 institutions reported holding Vanguard Core-Plus Bond ETF (VPLS) in their 13F filings, up 9 from Q2 2024. 9 opened new positions and 1 sold out. The largest holders were MorganRosel Wealth Management, LLC ($8.0M), Fagan Associates, Inc. ($7.5M) and Diversified Portfolios, Inc. ($6.7M).
- Company
- Vanguard Core-Plus Bond ETF
- CUSIP
- 922020755
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $11.3M |
| Exits | 1 | $1K |
All 13F filers, Q2 2024 → Q3 2024: 218,306 shares bought and 7,240 shares sold, net +211,066 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| MorganRosel Wealth Management, LLC | 2.63% | Add +4.1% | 100,410 | $8.0M |
| Fagan Associates, Inc. | 1.25% | Add +0.8% | 94,173 | $7.5M |
| Diversified Portfolios, Inc. | 0.70% | Add +155.8% | 84,546 | $6.7M |
| Landmark Wealth Management, LLC | 2.83% | New | 82,025 | $6.5M |
| Panoramic Investment Advisors, LLC | 4.43% | — | 80,877 | $6.4M |
| Grant Street Asset Management, Inc. | 1.16% | Add +0.3% | 49,770 | $3.9M |
| Integrity Wealth Solutions LLC | 1.07% | Add +14.4% | 23,205 | $1.8M |
| Ausdal Financial Partners, Inc. | 0.15% | New | 18,198 | $1.4M |
| Jane Street Group, LLC | 0.00% | Reduce -34.4% | 13,376 | $1.1M |
| Leavell Investment Management, Inc. | 0.05% | New | 12,491 | $991K |
| LPL Financial LLC | 0.00% | New | 12,195 | $967K |
| OMNI 360 Wealth, Inc. | 0.51% | Add +73.9% | 9,298 | $737K |
| Breakwater Capital Group | 0.14% | Reduce -1.9% | 8,500 | $674K |
| Lakewood Asset Management LLC | 0.45% | Add +63.4% | 8,233 | $653K |
| Investment Advisory Group, LLC | 0.19% | New | 7,068 | $561K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 6,280 | $498K |
| Kaizen Financial Strategies | 0.28% | Add +31.6% | 5,953 | $472K |
| Steph & Co. | 0.15% | Add +303.4% | 5,890 | $467K |
| GSG Advisors LLC | 0.14% | Add +1.0% | 5,181 | $411K |
| Principal Securities, Inc. | 0.01% | Add +128.6% | 4,624 | $367K |
| Acorn Wealth Advisors, LLC | 0.14% | Add +32.7% | 3,974 | $315K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | New | 3,682 | $292K |
| Burton Enright Welch | 0.05% | Add +1.8% | 3,022 | $240K |
| Envestnet Asset Management Inc. | 0.00% | Add +7.9% | 2,862 | $227K |
| Truist Financial Corp. | 0.00% | Reduce -1.9% | 2,603 | $206K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.2% | 1,653 | $131K |
| North Star Investment Management Corp. | 0.00% | Add +0.9% | 333 | $26K |
| Jones Financial Companies LLLP | 0.00% | New | 150 | $12K |
| Mb, Levis & Associates, LLC | 0.00% | Add +1.0% | 103 | $8K |
| Harbour Investments, Inc. | 0.00% | No change | 50 | $4K |
| Royal Bank of Canada | 0.00% | New | 28 | $2K |
| Morgan Stanley | 0.00% | No change | 1 | $156 |
"% 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.