CIA
VPLS

Concurrent Investment Advisors’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Concurrent Investment 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
2026
Q1 		– Sell
-3,056
Closed -$239K – 2057
2025
Q4 		$239K Buy
+3,056
New +$240K ﹤0.01% 1538

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
FCFC
First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return

Concurrent Investment Advisors's VPLS Position: Q1 2026 in Review

Concurrent Investment Advisors sold out of Vanguard Core Plus Bond ETF (VPLS) in Q1 2026, closing a stake of 3,056 shares — an estimated $239K sold.

Concurrent Investment Advisors first reported a position in VPLS in Q4 2025 and held it in 1 quarter. The position peaked at $239K in Q4 2025. 145 funds tracked by Wall St. Rank hold VPLS as of Q1 2026.

  • Concurrent Investment Advisors reported no remaining Vanguard Core Plus Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 3,056 Vanguard Core Plus Bond ETF shares in Q1 2026, an estimated $239K.
  • Concurrent Investment Advisors first reported a position in Vanguard Core Plus Bond ETF in Q4 2025 and held it in 1 quarter.
  • Concurrent Investment Advisors's Vanguard Core Plus Bond ETF position peaked at $239K in Q4 2025.
  • 145 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.