VPLS Institutional Ownership
Vanguard Core-Plus Bond ETF
1W: -0.7%
1M: -2.9%
3M: -4.6%
YTD: -4.9%
1Y: -4.8%
$73.75
-0.07 (-0.09%)
Weekly Expected Move ±0.6%
$73
$73
$74
$74
$75
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — VPLS
182
Institutional Holders
+18 vs prior quarter
0.0%
Ownership
+0.00pp
887M
Total Invested
34
New Positions
97
Increased
29
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (196 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 1,987,606 | $147M | +362,843 | +22.3% | 6Q | SEC ↗ |
| 2 | LPL Financial LLC | 704,775 | $52M | +60,928 | +9.5% | 8Q | SEC ↗ |
| 3 | Betterment LLC | 582,358 | $43M | +405,717 | +229.7% | 2Q | SEC ↗ |
| 4 | ROYAL BANK OF CANADA | 547,880 | $40M | +457,244 | +504.5% | 8Q | SEC ↗ |
| 5 | Johnson Financial Group, Inc. NEW | 507,861 | $37M | — | +0.0% | 1Q | SEC ↗ |
| 6 | OSAIC HOLDINGS, INC. | 422,448 | $31M | +54,883 | +14.9% | 10Q | SEC ↗ |
| 7 | Summit Financial, LLC | 366,127 | $27M | +117,020 | +47.0% | 4Q | SEC ↗ |
| 8 | First Commonwealth Financial Corp /PA | 305,536 | $23M | +85,194 | +38.7% | 4Q | SEC ↗ |
| 9 | Insight Wealth Strategies, LLC | 301,707 | $22M | -41,399 | -12.1% | 2Q | SEC ↗ |
| 10 | RAYMOND JAMES FINANCIAL INC | 298,699 | $22M | +131,349 | +78.5% | 6Q | SEC ↗ |
| 11 | Keystone Financial Group, Inc. | 292,988 | $22M | +20,092 | +7.4% | 7Q | SEC ↗ |
| 12 | JONES FINANCIAL COMPANIES LLLP | 239,483 | $18M | +79,738 | +49.9% | 8Q | SEC ↗ |
| 13 | Mariner, LLC | 234,711 | $17M | +65,811 | +39.0% | 4Q | SEC ↗ |
| 14 | Diversified Portfolios, Inc. | 232,499 | $17M | +39,141 | +20.2% | 10Q | SEC ↗ |
| 15 | WNY Asset Management, LLC | 219,860 | $16M | -146,703 | -40.0% | 2Q | SEC ↗ |
| 16 | Balance Wealth Partners LLC | 206,733 | $15M | +17,160 | +9.1% | 6Q | SEC ↗ |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 170,399 | $13M | +20,883 | +14.0% | 7Q | SEC ↗ |
| 18 | LEAVELL INVESTMENT MANAGEMENT, INC. | 165,370 | $12M | +15,148 | +10.1% | 8Q | SEC ↗ |
| 19 | ALPS ADVISORS INC NEW | 159,805 | $12M | — | +0.0% | 1Q | SEC ↗ |
| 20 | NavPoint Financial, Inc. | 151,332 | $11M | +19,099 | +14.4% | 4Q | SEC ↗ |
| 21 | Roehl & Yi Investment Advisors, LLC | 141,904 | $10M | +37,412 | +35.8% | 4Q | SEC ↗ |
| 22 | Lakewood Asset Management LLC | 141,422 | $10M | +53,332 | +60.5% | 9Q | SEC ↗ |
| 23 | Pasadena Private Wealth, LLC | 140,655 | $10M | +6,737 | +5.0% | 2Q | SEC ↗ |
| 24 | R. W. Roge & Company, Inc. | 127,432 | $9M | +20,157 | +18.8% | 3Q | SEC ↗ |
| 25 | HOWARD FINANCIAL SERVICES, LTD. | 125,340 | $9M | +38,912 | +45.0% | 4Q | SEC ↗ |
| 26 | Landmark Wealth Management, LLC | 121,511 | $9M | +5,477 | +4.7% | 8Q | SEC ↗ |
| 27 | Ausdal Financial Partners, Inc. | 117,526 | $9M | +34,801 | +42.1% | 8Q | SEC ↗ |
| 28 | VICUS CAPITAL | 112,939 | $8M | +15,785 | +16.2% | 5Q | SEC ↗ |
| 29 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 112,006 | $8M | +35,088 | +45.6% | 4Q | SEC ↗ |
| 30 | Harbor Group, Inc. | 103,659 | $8M | +19,343 | +22.9% | 6Q | SEC ↗ |
| 31 | FAGAN ASSOCIATES, INC. | 93,216 | $7M | -425 | -0.5% | 9Q | SEC ↗ |
| 32 | EVOLVE PRIVATE WEALTH, LLC | 93,051 | $7M | -235 | -0.3% | 2Q | SEC ↗ |
| 33 | PANORAMIC INVESTMENT ADVISORS, LLC | 92,412 | $7M | +3,956 | +4.5% | 8Q | SEC ↗ |
| 34 | Beaird Harris Wealth Management, LLC | 90,080 | $7M | +35,988 | +66.5% | 2Q | SEC ↗ |
| 35 | Dynamic Advisor Solutions LLC | 88,830 | $7M | +2,694 | +3.1% | 5Q | SEC ↗ |
| 36 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 88,372 | $7M | +4,965 | +6.0% | 3Q | SEC ↗ |
| 37 | MorganRosel Wealth Management, LLC | 87,197 | $6M | +4,977 | +6.1% | 10Q | SEC ↗ |
| 38 | North Star Investment Management Corp. | 86,734 | $6M | +4,371 | +5.3% | 10Q | SEC ↗ |
| 39 | Integrity Wealth Solutions LLC | 81,997 | $6M | +275 | +0.3% | 10Q | SEC ↗ |
| 40 | Farther Finance Advisors, LLC | 71,521 | $5M | +14,487 | +25.4% | 4Q | SEC ↗ |
| 41 | SILVER OAK SECURITIES, INCORPORATED | 70,369 | $5M | +7,763 | +12.4% | 7Q | SEC ↗ |
| 42 | Janney Montgomery Scott LLC | 65,232 | $5M | -576 | -0.9% | 2Q | SEC ↗ |
| 43 | Investment Advisory Group, LLC | 60,243 | $4M | +13,086 | +27.7% | 8Q | SEC ↗ |
| 44 | OLD MISSION CAPITAL LLC NEW | 59,792 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 45 | Entruity Wealth, LLC NEW | 59,771 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 46 | Beacon Pointe Advisors, LLC | 58,655 | $4M | +9,470 | +19.3% | 3Q | SEC ↗ |
| 47 | CORNERSTONE ADVISORS ASSET MANAGEMENT, | 56,168 | $4M | +4,568 | +8.9% | 3Q | SEC ↗ |
| 48 | Red Mountain Financial, LLC | 55,952 | $4M | +9,469 | +20.4% | 5Q | SEC ↗ |
| 49 | CFO4Life Group, LLC | 54,803 | $4M | -256 | -0.5% | 7Q | SEC ↗ |
| 50 | OMNI 360 Wealth, Inc. | 49,818 | $4M | +11,968 | +31.6% | 10Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Johnson Financial Group, Inc. | 507,861 | $37M |
| ALPS ADVISORS INC | 159,805 | $12M |
| OLD MISSION CAPITAL LLC | 59,792 | $4M |
| Entruity Wealth, LLC | 59,771 | $4M |
| Quadrature Capital Ltd | 31,504 | $2M |
| Arax Advisory Partners | 30,998 | $2M |
| U.S. Capital Wealth Advisors, LLC | 30,339 | $2M |
| Stonehearth Capital Management, LLC | 28,317 | $2M |
| Retirement Planning Group, LLC | 27,664 | $2M |
| Heck Capital Advisors, LLC | 22,623 | $2M |
| Bernardo Wealth Planning LLC | 14,296 | $1M |
| Cypress Point Wealth Management, LL | 14,049 | $1M |
| CITIZENS FINANCIAL GROUP INC/RI | 12,848 | $948K |
| GatePass Capital, LLC | 8,026 | $592K |
| Strategic Blueprint, LLC | 5,968 | $440K |
| FIDUCIARY FINANCIAL ADVISORS | 5,526 | $408K |
| NewEdge Advisors, LLC | 4,512 | $333K |
| HB Wealth Management, LLC | 4,453 | $328K |
| Gateway Wealth Partners, LLC | 4,431 | $327K |
| INTEGRITY ALLIANCE, LLC. | 4,083 | $301K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Thrivent Financial for Lutherans | 90,827 | $7M |
| Catalyst Investment Management LLC | 53,981 | $4M |
| RIA Advisory Group LLC | 46,569 | $3M |
| JANE STREET GROUP, LLC | 45,714 | $3M |
| FLOW TRADERS U.S. LLC | 42,992 | $3M |
| OneDigital Investment Advisors LLC | 28,556 | $2M |
| Westwind Capital | 11,316 | $835K |
| Wealthspire Advisors, LLC | 9,898 | $730K |
| Merit Financial Group, LLC | 8,342 | $615K |
| Prospera Financial Services Inc | 5,362 | $395K |
| Keystone Wealth Services, LLC | 3,428 | $253K |
| Canal Capital Management, LLC | 3,157 | $233K |
| Concurrent Investment Advisors, LLC | 3,056 | $225K |
| Atria Investments, Inc | 3,011 | $222K |
| TRUIST FINANCIAL CORP | 2,916 | $215K |
| PFG Investments, LLC | 2,864 | $211K |
| Abound Wealth Management | 420 | $31K |
| Jessup Wealth Management, Inc | 386 | $28K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 350 | $26K |
| Allworth Financial LP | 66 | $5K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WNY Asset Management, LLC | -146,703 | -40.0% | 219,860 |
| CITADEL ADVISORS LLC | -48,664 | -65.1% | 26,071 |
| Insight Wealth Strategies, LLC | -41,399 | -12.1% | 301,707 |
| Strategic Family Wealth Counselors, | -11,427 | -41.2% | 16,319 |
| Private Advisor Group, LLC | -4,566 | -29.7% | 10,816 |
| Triumph Capital Management | -3,635 | -11.6% | 27,666 |
| Apollon Wealth Management, LLC | -1,500 | -36.6% | 2,600 |
| Verum Partners LLC | -1,286 | -16.1% | 6,701 |
| Integrated Advisors Network LLC | -1,148 | -6.1% | 17,773 |
| Janney Montgomery Scott LLC | -576 | -0.9% | 65,232 |
| FAGAN ASSOCIATES, INC. | -425 | -0.5% | 93,216 |
| IAMS WEALTH MANAGEMENT, LLC | -301 | -0.9% | 33,652 |
| Bay Colony Advisory Group, Inc d/b/ | -262 | -5.3% | 4,701 |
| CFO4Life Group, LLC | -256 | -0.5% | 54,803 |
| EVOLVE PRIVATE WEALTH, LLC | -235 | -0.3% | 93,051 |
| Cambridge Investment Research Advis | -208 | -1.8% | 11,315 |
| GILPIN WEALTH MANAGEMENT, LLC | -120 | -7.4% | 1,500 |
| FIFTH THIRD BANCORP | -82 | -45.8% | 97 |
| Keystone Financial Group | -60 | -1.2% | 4,753 |
| WELLINGTON-ALTUS USA INC. | -52 | -13.9% | 323 |