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 Q2	$7.17M	Buy	92,412 +3,956	+4%	+$307K	3.43%	4
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 $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Panoramic Investment Advisors's VPLS Position: Q2 2026 in Review

Panoramic Investment Advisors increased its Vanguard Core Plus Bond ETF (VPLS) stake by 4.5% in Q2 2026, buying an estimated $307K and bringing the position to 92,412 shares worth $7.17M. The position accounts for 3.43% of the portfolio, ranked #4.

Panoramic Investment Advisors first reported a position in VPLS in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.7M in Q1 2025. 170 funds tracked by Wall St. Rank hold VPLS as of Q2 2026.

Panoramic Investment Advisors held 92,412 shares of Vanguard Core Plus Bond ETF worth $7.17M as of Q2 2026.
Panoramic Investment Advisors bought 3,956 Vanguard Core Plus Bond ETF shares in Q2 2026, an estimated $307K.
Vanguard Core Plus Bond ETF made up 3.43% of Panoramic Investment Advisors's portfolio in Q2 2026, its #4 holding.
Panoramic Investment Advisors first reported a position in Vanguard Core Plus Bond ETF in Q1 2024 and has held it in 9 quarters since.
Panoramic Investment Advisors's Vanguard Core Plus Bond ETF position peaked at $7.7M in Q1 2025.
170 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.