CIAS
VPLS

CBIZ Investment Advisory Services’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

CBIZ Investment Advisory Services’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 		$6.11K Hold
79
– – ﹤0.01% 201
2026
Q1 		$6.11K Buy
79
+1
+1% +$78 ﹤0.01% 201
2025
Q4 		$6.1K Buy
+78
New +$6.13K ﹤0.01% 467
2024
Q3 		– Sell
-15
Closed -$1.16K – 436
2024
Q2 		$1.16K Hold
15
– – ﹤0.01% 359
2024
Q1 		$1.15K Buy
+15
New +$1.15K ﹤0.01% 327

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

CBIZ Investment Advisory Services's VPLS Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Vanguard Core Plus Bond ETF (VPLS) position steady in Q2 2026 at 79 shares worth $6.11K. The position accounts for ﹤0.01% of the portfolio, ranked #201.

CBIZ Investment Advisory Services first reported a position in VPLS in Q1 2024 and has held it in 5 quarters since. 170 funds tracked by Wall St. Rank hold VPLS as of Q2 2026.

  • CBIZ Investment Advisory Services held 79 shares of Vanguard Core Plus Bond ETF worth $6.11K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Vanguard Core Plus Bond ETF share count unchanged in Q2 2026.
  • Vanguard Core Plus Bond ETF made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #201 holding.
  • CBIZ Investment Advisory Services first reported a position in Vanguard Core Plus Bond ETF in Q1 2024 and has held it in 5 quarters since.
  • 170 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.