CAPTRUST Financial Advisors
VPLS

CAPTRUST Financial Advisors’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

CAPTRUST Financial Advisors’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
-5,661
Closed -$439K – 2597
2025
Q1 		$439K Sell
5,661
-8,096
-59% -$621K ﹤0.01% 1715
2024
Q4 		$1.05M Buy
+13,757
New +$1.06M ﹤0.01% 1212

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

CAPTRUST Financial Advisors's VPLS Position: Q2 2025 in Review

CAPTRUST Financial Advisors sold out of Vanguard Core Plus Bond ETF (VPLS) in Q2 2025, closing a stake of 5,661 shares — an estimated $439K sold.

CAPTRUST Financial Advisors first reported a position in VPLS in Q4 2024 and held it in 2 quarters. The position peaked at $1.05M in Q4 2024. 86 funds tracked by Wall St. Rank hold VPLS as of Q2 2025.

  • CAPTRUST Financial Advisors reported no remaining Vanguard Core Plus Bond ETF position as of Q2 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 5,661 Vanguard Core Plus Bond ETF shares in Q2 2025, an estimated $439K.
  • CAPTRUST Financial Advisors first reported a position in Vanguard Core Plus Bond ETF in Q4 2024 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's Vanguard Core Plus Bond ETF position peaked at $1.05M in Q4 2024.
  • 86 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.