Panoramic Investment Advisors’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Panoramic Investment Advisors’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	$6.86M	Buy	88,456 +2,776	+3%	+$217K	3.71%	2
2025 Q4	$6.69M	Buy	85,680 +7,965	+10%	+$626K	3.64%	3
2025 Q3	$6.11M	Buy	77,715 +4,999	+7%	+$389K	3.44%	3
2025 Q2	$5.66M	Sell	72,716 -26,603	-27%	-$2.04M	3.47%	3
2025 Q1	$7.7M	Buy	99,319 +6,400	+7%	+$491K	5.2%	2
2024 Q4	$7.06M	Buy	92,919 +12,042	+15%	+$931K	4.6%	2
2024 Q3	$6.42M	Buy	+80,877	New	+$6.32M	4.43%	2
2024 Q1	$223K	Buy	+2,912	New	+$223K	0.16%	104

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 $191M AUM 13.82% 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 $376M AUM 19.58% 1-Year Est. Return

Panoramic Investment Advisors's VPLS Position: Q1 2026 in Review

Panoramic Investment Advisors increased its Vanguard Core Plus Bond ETF (VPLS) stake by 3.2% in Q1 2026, buying an estimated $217K and bringing the position to 88,456 shares worth $6.86M. The position accounts for 3.71% of the portfolio, ranked #2.

Panoramic Investment Advisors first reported a position in VPLS in Q1 2024 and has held it in 8 quarters since. The position peaked at $7.7M in Q1 2025. 145 funds tracked by Wall St. Rank hold VPLS as of Q1 2026.

Panoramic Investment Advisors held 88,456 shares of Vanguard Core Plus Bond ETF worth $6.86M as of Q1 2026.
Panoramic Investment Advisors bought 2,776 Vanguard Core Plus Bond ETF shares in Q1 2026, an estimated $217K.
Vanguard Core Plus Bond ETF made up 3.71% of Panoramic Investment Advisors's portfolio in Q1 2026, its #2 holding.
Panoramic Investment Advisors first reported a position in Vanguard Core Plus Bond ETF in Q1 2024 and has held it in 8 quarters since.
Panoramic Investment Advisors's Vanguard Core Plus Bond ETF position peaked at $7.7M in Q1 2025.
145 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.