Diversify Advisory Services’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Diversify Advisory Services’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	-7,307	Closed	-$573K	–	973
2025 Q3	$573K	Sell	7,307 -58	-0.8%	-$4.51K	0.02%	521
2025 Q2	$572K	Sell	7,365 -598	-8%	-$45.9K	0.02%	488
2025 Q1	$618K	Buy	+7,963	New	+$611K	0.04%	310

Other funds holding VPLS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 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

Diversify Advisory Services's VPLS Position: Q4 2025 in Review

Diversify Advisory Services sold out of Vanguard Core Plus Bond ETF (VPLS) in Q4 2025, closing a stake of 7,307 shares — an estimated $573K sold.

Diversify Advisory Services first reported a position in VPLS in Q1 2025 and held it in 3 quarters. The position peaked at $618K in Q1 2025. 129 funds tracked by Wall St. Rank hold VPLS as of Q4 2025.

Diversify Advisory Services reported no remaining Vanguard Core Plus Bond ETF position as of Q4 2025 after selling out during the quarter.
Diversify Advisory Services sold 7,307 Vanguard Core Plus Bond ETF shares in Q4 2025, an estimated $573K.
Diversify Advisory Services first reported a position in Vanguard Core Plus Bond ETF in Q1 2025 and held it in 3 quarters.
Diversify Advisory Services's Vanguard Core Plus Bond ETF position peaked at $618K in Q1 2025.
129 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q4 2025.

Based on Diversify Advisory Services's 13F filing for Q4 2025, filed 23 Jan 2026.