CFO
VPLS

CVA Family Office’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

CVA Family Office’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
Q4 		– Sell
-3
Closed -$236 – 1375
2025
Q3 		$236 Buy
+3
New +$234 ﹤0.01% 1286

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
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $322M AUM 14.31% 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 $192M AUM 10.51% 1-Year Est. Return
FCFC
First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MWM
MorganRosel Wealth Management Highlands Ranch, Colorado $254M AUM 18.87% 1-Year Est. Return

CVA Family Office's VPLS Position: Q4 2025 in Review

CVA Family Office sold out of Vanguard Core Plus Bond ETF (VPLS) in Q4 2025, closing a stake of 3 shares — an estimated $236 sold.

CVA Family Office first reported a position in VPLS in Q3 2025 and held it in 1 quarter. The position peaked at $236 in Q3 2025. 129 funds tracked by Wall St. Rank hold VPLS as of Q4 2025.

  • CVA Family Office reported no remaining Vanguard Core Plus Bond ETF position as of Q4 2025 after selling out during the quarter.
  • CVA Family Office sold 3 Vanguard Core Plus Bond ETF shares in Q4 2025, an estimated $236.
  • CVA Family Office first reported a position in Vanguard Core Plus Bond ETF in Q3 2025 and held it in 1 quarter.
  • CVA Family Office's Vanguard Core Plus Bond ETF position peaked at $236 in Q3 2025.
  • 129 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q4 2025.

Based on CVA Family Office's 13F filing for Q4 2025, filed 12 Jan 2026.