RIA Advisory Group’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

RIA Advisory Group’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	–	Sell	-46,569	Closed	-$3.64M	–	167
2025 Q4	$3.64M	Buy	46,569 +3,422	+8%	+$269K	0.87%	23
2025 Q3	$3.39M	Buy	+43,147	New	+$3.36M	0.87%	25
2025 Q2	–	Sell	-41,123	Closed	-$3.19M	–	153
2025 Q1	$3.19M	Buy	+41,123	New	+$3.15M	1.04%	22

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

RIA Advisory Group's VPLS Position: Q1 2026 in Review

RIA Advisory Group sold out of Vanguard Core Plus Bond ETF (VPLS) in Q1 2026, closing a stake of 46,569 shares — an estimated $3.64M sold.

RIA Advisory Group first reported a position in VPLS in Q1 2025 and held it in 3 quarters. The position peaked at $3.64M in Q4 2025. 145 funds tracked by Wall St. Rank hold VPLS as of Q1 2026.

RIA Advisory Group reported no remaining Vanguard Core Plus Bond ETF position as of Q1 2026 after selling out during the quarter.
RIA Advisory Group sold 46,569 Vanguard Core Plus Bond ETF shares in Q1 2026, an estimated $3.64M.
RIA Advisory Group first reported a position in Vanguard Core Plus Bond ETF in Q1 2025 and held it in 3 quarters.
RIA Advisory Group's Vanguard Core Plus Bond ETF position peaked at $3.64M in Q4 2025.
145 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q1 2026.

Based on RIA Advisory Group's 13F filing for Q1 2026, filed 24 Apr 2026.