Dynamic Advisor Solutions’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Dynamic Advisor Solutions’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 Q3	$6.56M	Sell	88,594 -236	-0.3%	-$18K	0.19%	122
2026 Q2	$6.89M	Buy	88,830 +2,694	+3%	+$209K	0.2%	122
2026 Q1	$6.68M	Buy	86,136 +4,210	+5%	+$329K	0.21%	107
2025 Q4	$6.4M	Buy	81,926 +4,593	+6%	+$361K	0.21%	110
2025 Q3	$6.08M	Buy	77,333 +2,733	+4%	+$213K	0.18%	135
2025 Q2	$5.8M	Buy	+74,600	New	+$5.72M	0.18%	138

Other funds holding VPLS

KFGG

Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return

O3W

Omni 360 Wealth Plainsboro, New Jersey $221M AUM 11.86% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Dynamic Advisor Solutions's VPLS Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Vanguard Core Plus Bond ETF (VPLS) stake by 0.27% in Q3 2026, selling an estimated $18K and leaving 88,594 shares worth $6.56M. The position accounts for 0.19% of the portfolio, ranked #122.

Dynamic Advisor Solutions first reported a position in VPLS in Q2 2025 and has held it in 6 quarters since. The position peaked at $6.89M in Q2 2026. 33 funds tracked by Wall St. Rank hold VPLS as of Q3 2026.

Dynamic Advisor Solutions held 88,594 shares of Vanguard Core Plus Bond ETF worth $6.56M as of Q3 2026.
Dynamic Advisor Solutions sold 236 Vanguard Core Plus Bond ETF shares in Q3 2026, an estimated $18K.
Vanguard Core Plus Bond ETF made up 0.19% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #122 holding.
Dynamic Advisor Solutions first reported a position in Vanguard Core Plus Bond ETF in Q2 2025 and has held it in 6 quarters since.
Dynamic Advisor Solutions's Vanguard Core Plus Bond ETF position peaked at $6.89M in Q2 2026.
33 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.