Diversified Portfolios Inc’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Diversified Portfolios Inc’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	$18M	Buy	232,499 +39,141	+20%	+$3.03M	1.31%	19
2026 Q1	$15M	Buy	193,358 +9,159	+5%	+$717K	1.23%	18
2025 Q4	$14.4M	Buy	184,199 +12,176	+7%	+$957K	1.2%	22
2025 Q3	$13.5M	Buy	172,023 +12,157	+8%	+$946K	1.19%	21
2025 Q2	$12.4M	Buy	159,866 +25,699	+19%	+$1.97M	1.19%	24
2025 Q1	$10.4M	Buy	134,167 +29,061	+28%	+$2.23M	1.09%	24
2024 Q4	$7.99M	Buy	105,106 +20,560	+24%	+$1.59M	0.87%	27
2024 Q3	$6.71M	Buy	84,546 +51,501	+156%	+$4.02M	0.75%	33
2024 Q2	$2.52M	Buy	33,045 +24,849	+303%	+$1.88M	0.33%	50
2024 Q1	$629K	Buy	+8,196	New	+$627K	0.09%	86

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 $1.02B AUM 38% 1-Year Est. Return

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

Diversified Portfolios Inc's VPLS Position: Q2 2026 in Review

Diversified Portfolios Inc increased its Vanguard Core Plus Bond ETF (VPLS) stake by 20% in Q2 2026, buying an estimated $3.03M and bringing the position to 232,499 shares worth $18M. The position accounts for 1.31% of the portfolio, ranked #19.

Diversified Portfolios Inc first reported a position in VPLS in Q1 2024 and has held it in 10 quarters since. 170 funds tracked by Wall St. Rank hold VPLS as of Q2 2026.

Diversified Portfolios Inc held 232,499 shares of Vanguard Core Plus Bond ETF worth $18M as of Q2 2026.
Diversified Portfolios Inc bought 39,141 Vanguard Core Plus Bond ETF shares in Q2 2026, an estimated $3.03M.
Vanguard Core Plus Bond ETF made up 1.31% of Diversified Portfolios Inc's portfolio in Q2 2026, its #19 holding.
Diversified Portfolios Inc first reported a position in Vanguard Core Plus Bond ETF in Q1 2024 and has held it in 10 quarters since.
170 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.