Colter Lewis Investment Partners’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Colter Lewis Investment Partners’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	$317K	Hold	4,088	–	–	0.14%	89
2026 Q1	$317K	Hold	4,088	–	–	0.3%	86
2025 Q4	$319K	Buy	+4,088	New	+$321K	0.37%	60

Other funds holding VPLS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 $1.01B AUM 28.81% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Colter Lewis Investment Partners's VPLS Position: Q2 2026 in Review

Colter Lewis Investment Partners held its Vanguard Core Plus Bond ETF (VPLS) position steady in Q2 2026 at 4,088 shares worth $317K. The position accounts for 0.14% of the portfolio, ranked #89.

Colter Lewis Investment Partners first reported a position in VPLS in Q4 2025 and has held it in 3 quarters since. The position peaked at $319K in Q4 2025. 172 funds tracked by Wall St. Rank hold VPLS as of Q2 2026.

Colter Lewis Investment Partners held 4,088 shares of Vanguard Core Plus Bond ETF worth $317K as of Q2 2026.
Colter Lewis Investment Partners left its Vanguard Core Plus Bond ETF share count unchanged in Q2 2026.
Vanguard Core Plus Bond ETF made up 0.14% of Colter Lewis Investment Partners's portfolio in Q2 2026, its #89 holding.
Colter Lewis Investment Partners first reported a position in Vanguard Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
Colter Lewis Investment Partners's Vanguard Core Plus Bond ETF position peaked at $319K in Q4 2025.
172 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2026.

Based on Colter Lewis Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.