MG
VPLS

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

Mather 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 		$355K Buy
4,582
+526
+13% +$40.8K ﹤0.01% 620
2026
Q1 		$315K Buy
4,056
+882
+28% +$69K ﹤0.01% 609
2025
Q4 		$248K Hold
3,174
– – ﹤0.01% 570
2025
Q3 		$250K Sell
3,174
-51
-2% -$3.97K ﹤0.01% 568
2025
Q2 		$251K Buy
3,225
+1,761
+120% +$135K ﹤0.01% 545
2025
Q1 		$114K Buy
1,464
+1,380
+1,643% +$106K ﹤0.01% 720
2024
Q4 		$6.38K Buy
+84
New +$6.49K ﹤0.01% 1333

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

Mather Group's VPLS Position: Q2 2026 in Review

Mather Group increased its Vanguard Core Plus Bond ETF (VPLS) stake by 13% in Q2 2026, buying an estimated $40.8K and bringing the position to 4,582 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Mather Group first reported a position in VPLS in Q4 2024 and has held it in 7 quarters since. 170 funds tracked by Wall St. Rank hold VPLS as of Q2 2026.

  • Mather Group held 4,582 shares of Vanguard Core Plus Bond ETF worth $355K as of Q2 2026.
  • Mather Group bought 526 Vanguard Core Plus Bond ETF shares in Q2 2026, an estimated $40.8K.
  • Vanguard Core Plus Bond ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #620 holding.
  • Mather Group first reported a position in Vanguard Core Plus Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 170 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.