Osaic Holdings
VPLS

Osaic Holdings’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Osaic Holdings’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 		$28.5M Buy
367,565
+306,983
+507% +$24M 0.04% 450
2025
Q4 		$4.73M Buy
60,582
+23,670
+64% +$1.86M 0.01% 1408
2025
Q3 		$2.9M Buy
36,912
+22,214
+151% +$1.73M ﹤0.01% 1875
2025
Q2 		$1.14M Buy
14,698
+3,978
+37% +$305K ﹤0.01% 2400
2025
Q1 		$832K Buy
10,720
+7,433
+226% +$570K ﹤0.01% 2408
2024
Q4 		$250K Buy
3,287
+1,634
+99% +$126K ﹤0.01% 3405
2024
Q3 		$131K Sell
1,653
-4
-0.2% -$312 ﹤0.01% 4002
2024
Q2 		$126K Buy
1,657
+1,202
+264% +$90.9K ﹤0.01% 3948
2024
Q1 		$34.9K Buy
+455
New +$34.8K ﹤0.01% 4984

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
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 $191M AUM 13.82% 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 $376M AUM 19.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Osaic Holdings's VPLS Position: Q1 2026 in Review

Osaic Holdings increased its Vanguard Core Plus Bond ETF (VPLS) stake by 507% in Q1 2026, buying an estimated $24M and bringing the position to 367,565 shares worth $28.5M. The position accounts for 0.04% of the portfolio, ranked #450.

Osaic Holdings first reported a position in VPLS in Q1 2024 and has held it in 9 quarters since. 145 funds tracked by Wall St. Rank hold VPLS as of Q1 2026.

  • Osaic Holdings held 367,565 shares of Vanguard Core Plus Bond ETF worth $28.5M as of Q1 2026.
  • Osaic Holdings bought 306,983 Vanguard Core Plus Bond ETF shares in Q1 2026, an estimated $24M.
  • Vanguard Core Plus Bond ETF made up 0.04% of Osaic Holdings's portfolio in Q1 2026, its #450 holding.
  • Osaic Holdings first reported a position in Vanguard Core Plus Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • 145 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.