AI
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
Q2 		– Sell
-3,011
Closed -$234K – 2267
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 $1.55T 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 $1.02B AUM 38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atria Investments's VPLS Position: Q2 2026 in Review

Atria Investments sold out of Vanguard Core Plus Bond ETF (VPLS) in Q2 2026, closing a stake of 3,011 shares — an estimated $234K sold.

Atria Investments first reported a position in VPLS in Q2 2025 and held it in 4 quarters. The position peaked at $416K in Q3 2025. 170 funds tracked by Wall St. Rank hold VPLS as of Q2 2026.

  • Atria Investments reported no remaining Vanguard Core Plus Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Atria Investments sold 3,011 Vanguard Core Plus Bond ETF shares in Q2 2026, an estimated $234K.
  • Atria Investments first reported a position in Vanguard Core Plus Bond ETF in Q2 2025 and held it in 4 quarters.
  • Atria Investments's Vanguard Core Plus Bond ETF position peaked at $416K in Q3 2025.
  • 170 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.