Investment Advisory Group’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Investment Advisory Group’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	$3.66M	Buy	47,157 +7,667	+19%	+$600K	0.93%	30
2025 Q4	$3.08M	Buy	39,490 +8,945	+29%	+$703K	0.79%	32
2025 Q3	$2.4M	Buy	30,545 +4,431	+17%	+$345K	0.65%	40
2025 Q2	$2.03M	Buy	26,114 +4,935	+23%	+$379K	0.62%	42
2025 Q1	$1.64M	Buy	21,179 +5,624	+36%	+$431K	0.55%	45
2024 Q4	$1.18M	Buy	15,555 +8,487	+120%	+$656K	0.4%	56
2024 Q3	$561K	Buy	+7,068	New	+$552K	0.19%	91

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

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 $192M AUM 10.51% 1-Year Est. Return

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

Balance Wealth Delaware, Ohio $322M AUM 14.31% 1-Year Est. Return

Investment Advisory Group's VPLS Position: Q1 2026 in Review

Investment Advisory Group increased its Vanguard Core Plus Bond ETF (VPLS) stake by 19% in Q1 2026, buying an estimated $600K and bringing the position to 47,157 shares worth $3.66M. The position accounts for 0.93% of the portfolio, ranked #30.

Investment Advisory Group first reported a position in VPLS in Q3 2024 and has held it in 7 quarters since. 145 funds tracked by Wall St. Rank hold VPLS as of Q1 2026.

Investment Advisory Group held 47,157 shares of Vanguard Core Plus Bond ETF worth $3.66M as of Q1 2026.
Investment Advisory Group bought 7,667 Vanguard Core Plus Bond ETF shares in Q1 2026, an estimated $600K.
Vanguard Core Plus Bond ETF made up 0.93% of Investment Advisory Group's portfolio in Q1 2026, its #30 holding.
Investment Advisory Group first reported a position in Vanguard Core Plus Bond ETF in Q3 2024 and has held it in 7 quarters since.
145 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.