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
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 $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
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
SF
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
BW
Balance Wealth Delaware, Ohio $322M AUM 14.31% 1-Year Est. Return

Mather Group's VPLS Position: Q1 2026 in Review

Mather Group increased its Vanguard Core Plus Bond ETF (VPLS) stake by 28% in Q1 2026, buying an estimated $69K and bringing the position to 4,056 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Mather Group first reported a position in VPLS in Q4 2024 and has held it in 6 quarters since. 145 funds tracked by Wall St. Rank hold VPLS as of Q1 2026.

  • Mather Group held 4,056 shares of Vanguard Core Plus Bond ETF worth $315K as of Q1 2026.
  • Mather Group bought 882 Vanguard Core Plus Bond ETF shares in Q1 2026, an estimated $69K.
  • Vanguard Core Plus Bond ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #609 holding.
  • Mather Group first reported a position in Vanguard Core Plus Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 145 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.