RWRC
VPLS

R.W. Roge & Company’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

R.W. Roge & Company’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 		$9.88M Buy
127,432
+20,157
+19% +$1.56M 4.14% 7
2026
Q1 		$8.32M Buy
107,275
+101,286
+1,691% +$7.93M 3.97% 7
2025
Q4 		$467K Buy
+5,989
New +$471K 0.23% 42

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

R.W. Roge & Company's VPLS Position: Q2 2026 in Review

R.W. Roge & Company increased its Vanguard Core Plus Bond ETF (VPLS) stake by 19% in Q2 2026, buying an estimated $1.56M and bringing the position to 127,432 shares worth $9.88M. The position accounts for 4.14% of the portfolio, ranked #7.

R.W. Roge & Company first reported a position in VPLS in Q4 2025 and has held it in 3 quarters since. 170 funds tracked by Wall St. Rank hold VPLS as of Q2 2026.

  • R.W. Roge & Company held 127,432 shares of Vanguard Core Plus Bond ETF worth $9.88M as of Q2 2026.
  • R.W. Roge & Company bought 20,157 Vanguard Core Plus Bond ETF shares in Q2 2026, an estimated $1.56M.
  • Vanguard Core Plus Bond ETF made up 4.14% of R.W. Roge & Company's portfolio in Q2 2026, its #7 holding.
  • R.W. Roge & Company first reported a position in Vanguard Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 170 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2026.

Based on R.W. Roge & Company's 13F filing for Q2 2026, filed 3 Aug 2026.