Vanguard Core-Plus Bond ETFVPLSETF

13F holders, Q4 2024 (December 31)
53holders +21
19new positions
3sold out
2famous investors
$75.99avg. 13F price*

At the end of Q4 2024, 53 institutions reported holding Vanguard Core-Plus Bond ETF (VPLS) in their 13F filings, up 21 from Q3 2024. 19 opened new positions and 3 sold out. The largest holders were Royal Bank of Canada ($11.0M), Diversified Portfolios, Inc. ($8.0M) and MorganRosel Wealth Management, LLC ($8.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Vanguard Core-Plus Bond ETF
CUSIP
922020755
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 17Q1 2024Q2 2024: 23Q2 2024Q3 2024: 32Q3 2024Q4 2024: 53Q4 2024Q1 2025: 74Q1 2025Q2 2025: 87Q2 2025Q3 2025: 102Q3 2025Q4 2025: 131Q4 2025Q1 2026: 148Q1 2026Q2 2026: 172Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions19$14.4M
Exits3$679K

All 13F filers, Q3 2024 → Q4 2024: 430,889 shares bought and 10,599 shares sold, net +420,290 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 53 holders

Royal Bank of Canada 0.00% Add +518735.7% 145,274 $11.0M
Diversified Portfolios, Inc. 0.87% Add +24.3% 105,106 $8.0M
MorganRosel Wealth Management, LLC 2.62% Add +4.6% 105,023 $8.0M
Fagan Associates, Inc. 1.16% Add +2.2% 96,233 $7.3M
Panoramic Investment Advisors, LLC 4.60% Add +14.9% 92,919 $7.1M
Landmark Wealth Management, LLC 2.90% Add +4.8% 85,973 $6.5M
Grant Street Asset Management, Inc. 1.01% Add +2.2% 50,883 $3.9M
CFO4Life Group, LLC 0.67% New 50,416 $3.8M
Silver Oak Securities, Incorporated 0.33% New 46,905 $3.6M
Keystone Financial Group, Inc. 2.75% — 44,669 $3.4M
Parr McKnight Wealth Management Group, LLC 0.31% — 28,740 $2.2M
Integrity Wealth Solutions LLC 1.18% Add +19.2% 27,663 $2.1M
Strategic Family Wealth Counselors, L.L.C. 0.60% New 24,088 $1.8M
Leavell Investment Management, Inc. 0.08% Add +80.5% 22,553 $1.7M
LPL Financial LLC 0.00% Add +61.0% 19,629 $1.5M
Ausdal Financial Partners, Inc. 0.12% Add +3.0% 18,753 $1.4M
Investment Advisory Group, LLC 0.40% Add +120.1% 15,555 $1.2M
Captrust Financial Advisors 0.00% New 13,757 $1.0M
Jane Street Group, LLC 0.00% Reduce -1.8% 13,133 $998K
OMNI 360 Wealth, Inc. 0.61% Add +29.4% 12,031 $914K
Burton Enright Welch 0.17% Add +255.6% 10,746 $817K
Lakewood Asset Management LLC 0.55% Add +28.4% 10,573 $803K
Commonwealth Equity Services, LLC 0.00% New 8,805 $669K
Breakwater Capital Group 0.13% Reduce -2.0% 8,330 $633K
Westwind Capital 0.12% New 7,287 $554K
GSG Advisors LLC 0.16% Add +26.6% 6,557 $498K
HighTower Advisors, LLC 0.00% New 6,370 $484K
Wilmington Savings Fund Society, FSB 0.01% No change 6,280 $477K
Oak Hill Wealth Advisors, LLC 0.11% — 5,805 $441K
Jones Financial Companies LLLP 0.00% Add +3684.7% 5,677 $431K
Steph & Co. 0.14% Reduce -9.3% 5,340 $406K
Principia Wealth Advisory, LLC 0.34% — 4,704 $357K
Creative Planning 0.00% New 4,152 $316K
Principal Securities, Inc. 0.01% Reduce -11.7% 4,085 $310K
Acorn Wealth Advisors, LLC 0.12% No change 3,974 $302K
Private Advisor Group, LLC 0.00% New 3,821 $290K
Citadel Advisors 0.00% New 3,808 $289K
Verum Partners LLC 0.08% New 3,656 $278K
Ariadne Wealth Management, LP 0.12% New 3,542 $271K
AQR Capital Management 0.00% New 3,542 $269K
Osaic Holdings, Inc. 0.00% Add +98.8% 3,287 $250K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Reduce -14.5% 3,149 $239K
Capital Planning LLC 0.06% New 2,918 $222K
Envestnet Asset Management Inc. 0.00% Reduce -0.2% 2,855 $217K
Moser Wealth Advisors, LLC 0.11% New 2,850 $217K
AE Wealth Management LLC 0.00% New 2,209 $168K
Accredited Wealth Management, LLC 0.06% — 850 $65K
Van Hulzen Asset Management, LLC 0.00% New 603 $46K
North Star Investment Management Corp. 0.00% Add +1.8% 339 $26K
Pension & Wealth Management Advisors, Inc. 0.00% New 156 $12K
Mb, Levis & Associates, LLC 0.00% Add +1.9% 105 $8K
Mather Group, Llc. 0.00% New 84 $6K
Harbour Investments, Inc. 0.00% No change 50 $4K

"% 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.