AWM
VPLS

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

Ariadne 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
2025
Q2 		– Sell
-3,200
Closed -$245K – 251
2025
Q1 		$245K Sell
3,200
-342
-10% -$26.2K 0.13% 174
2024
Q4 		$271K Buy
+3,542
New +$274K 0.12% 166

Other funds holding VPLS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return
MWM
MorganRosel Wealth Management Highlands Ranch, Colorado $254M AUM 18.87% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
FA
Fagan Associates Troy, New York $719M AUM 26.65% 1-Year Est. Return
LWMNY
Landmark Wealth Management (New York) Melville, New York $373M AUM 12.01% 1-Year Est. Return

Ariadne Wealth Management's VPLS Position: Q2 2025 in Review

Ariadne Wealth Management sold out of Vanguard Core Plus Bond ETF (VPLS) in Q2 2025, closing a stake of 3,200 shares — an estimated $245K sold.

Ariadne Wealth Management first reported a position in VPLS in Q4 2024 and held it in 2 quarters. The position peaked at $271K in Q4 2024. 86 funds tracked by Wall St. Rank hold VPLS as of Q2 2025.

  • Ariadne Wealth Management reported no remaining Vanguard Core Plus Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Ariadne Wealth Management sold 3,200 Vanguard Core Plus Bond ETF shares in Q2 2025, an estimated $245K.
  • Ariadne Wealth Management first reported a position in Vanguard Core Plus Bond ETF in Q4 2024 and held it in 2 quarters.
  • Ariadne Wealth Management's Vanguard Core Plus Bond ETF position peaked at $271K in Q4 2024.
  • 86 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2025.

Based on Ariadne Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.