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

Centric 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
2026 Q3	$18.5M	Buy	+245,971	New	+$18.7M	2.82%	6

Other funds holding VPLS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Acumen Wealth Advisors Chattanooga, Tennessee $546M AUM 26.68% 1-Year Est. Return

Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Centric Wealth Management's VPLS Position: Q3 2026 in Review

Centric Wealth Management opened a new position in Vanguard Core Plus Bond ETF (VPLS) in Q3 2026: 245,971 shares worth $18.5M. The stake represents 2.82% of the portfolio and ranks #6 among its holdings.

127 funds tracked by Wall St. Rank hold VPLS as of Q3 2026.

Centric Wealth Management held 245,971 shares of Vanguard Core Plus Bond ETF worth $18.5M as of Q3 2026.
Vanguard Core Plus Bond ETF was a new Centric Wealth Management position in Q3 2026.
Vanguard Core Plus Bond ETF made up 2.82% of Centric Wealth Management's portfolio in Q3 2026, its #6 holding.
127 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q3 2026.

Based on Centric Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.