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VPLS

Atria Investments’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Atria Investments’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
Q1 		$234K Sell
3,011
-1,370
-31% -$107K ﹤0.01% 1894
2025
Q4 		$342K Sell
4,381
-913
-17% -$71.8K ﹤0.01% 1664
2025
Q3 		$416K Buy
5,294
+7
+0.1% +$545 ﹤0.01% 1524
2025
Q2 		$411K Buy
+5,287
New +$406K ﹤0.01% 1525

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $192M AUM 10.51% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
FCFC
First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $322M AUM 14.31% 1-Year Est. Return

Atria Investments's VPLS Position: Q1 2026 in Review

Atria Investments reduced its Vanguard Core Plus Bond ETF (VPLS) stake by 31% in Q1 2026, selling an estimated $107K and leaving 3,011 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #1894.

Atria Investments first reported a position in VPLS in Q2 2025 and has held it in 4 quarters since. The position peaked at $416K in Q3 2025. 145 funds tracked by Wall St. Rank hold VPLS as of Q1 2026.

  • Atria Investments held 3,011 shares of Vanguard Core Plus Bond ETF worth $234K as of Q1 2026.
  • Atria Investments sold 1,370 Vanguard Core Plus Bond ETF shares in Q1 2026, an estimated $107K.
  • Vanguard Core Plus Bond ETF made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1894 holding.
  • Atria Investments first reported a position in Vanguard Core Plus Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Atria Investments's Vanguard Core Plus Bond ETF position peaked at $416K in Q3 2025.
  • 145 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.