Red Mountain Financial’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Red Mountain Financial’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	$4.34M	Buy	55,952 +9,469	+20%	+$734K	3.64%	6
2026 Q1	$3.61M	Buy	46,483 +25,100	+117%	+$1.96M	3.4%	9
2025 Q4	$1.67M	Buy	21,383 +9,088	+74%	+$715K	1.64%	22
2025 Q3	$967K	Buy	12,295 +3,700	+43%	+$288K	0.98%	30
2025 Q2	$669K	Buy	+8,595	New	+$660K	0.74%	33

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

Red Mountain Financial's VPLS Position: Q2 2026 in Review

Red Mountain Financial increased its Vanguard Core Plus Bond ETF (VPLS) stake by 20% in Q2 2026, buying an estimated $734K and bringing the position to 55,952 shares worth $4.34M. The position accounts for 3.64% of the portfolio, ranked #6.

Red Mountain Financial first reported a position in VPLS in Q2 2025 and has held it in 5 quarters since. 170 funds tracked by Wall St. Rank hold VPLS as of Q2 2026.

Red Mountain Financial held 55,952 shares of Vanguard Core Plus Bond ETF worth $4.34M as of Q2 2026.
Red Mountain Financial bought 9,469 Vanguard Core Plus Bond ETF shares in Q2 2026, an estimated $734K.
Vanguard Core Plus Bond ETF made up 3.64% of Red Mountain Financial's portfolio in Q2 2026, its #6 holding.
Red Mountain Financial first reported a position in Vanguard Core Plus Bond ETF in Q2 2025 and has held it in 5 quarters since.
170 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2026.

Based on Red Mountain Financial's 13F filing for Q2 2026, filed 21 Jul 2026.