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AE Wealth Management’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

AE Wealth Management’s Portfolio VPLS Stock Details VPLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$49.6K Buy
+640
New +$49.6K ﹤0.01% 2091
2025
Q2 		– Sell
-2,100
Closed -$163K – 2268
2025
Q1 		$163K Sell
2,100
-109
-5% -$8.36K ﹤0.01% 1330
2024
Q4 		$168K Buy
+2,209
New +$171K ﹤0.01% 1310

Other funds holding VPLS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
FCFC
First Commonwealth Financial Corp Indiana, Pennsylvania $715M AUM 24.33% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AE Wealth Management's VPLS Position: Q2 2026 in Review

AE Wealth Management opened a new position in Vanguard Core Plus Bond ETF (VPLS) in Q2 2026: 640 shares worth $49.6K. The stake represents ﹤0.01% of the portfolio and ranks #2091 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in VPLS as recently as Q1 2025.

AE Wealth Management first reported a position in VPLS in Q4 2024 and has held it in 3 quarters since. The position peaked at $168K in Q4 2024. 172 funds tracked by Wall St. Rank hold VPLS as of Q2 2026.

  • AE Wealth Management held 640 shares of Vanguard Core Plus Bond ETF worth $49.6K as of Q2 2026.
  • Vanguard Core Plus Bond ETF was a new AE Wealth Management position in Q2 2026.
  • Vanguard Core Plus Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2091 holding.
  • AE Wealth Management first reported a position in Vanguard Core Plus Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • AE Wealth Management's Vanguard Core Plus Bond ETF position peaked at $168K in Q4 2024.
  • 172 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.