IAG
VPLS

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
Q2 		$4.67M Buy
60,243
+13,086
+28% +$1.01M 1.01% 26
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Royal Bank of Canada
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SF
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Investment Advisory Group's VPLS Position: Q2 2026 in Review

Investment Advisory Group increased its Vanguard Core Plus Bond ETF (VPLS) stake by 28% in Q2 2026, buying an estimated $1.01M and bringing the position to 60,243 shares worth $4.67M. The position accounts for 1.01% of the portfolio, ranked #26.

Investment Advisory Group first reported a position in VPLS in Q3 2024 and has held it in 8 quarters since. 171 funds tracked by Wall St. Rank hold VPLS as of Q2 2026.

  • Investment Advisory Group held 60,243 shares of Vanguard Core Plus Bond ETF worth $4.67M as of Q2 2026.
  • Investment Advisory Group bought 13,086 Vanguard Core Plus Bond ETF shares in Q2 2026, an estimated $1.01M.
  • Vanguard Core Plus Bond ETF made up 1.01% of Investment Advisory Group's portfolio in Q2 2026, its #26 holding.
  • Investment Advisory Group first reported a position in Vanguard Core Plus Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 171 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.