RGC
VPLS

Roberts, Glore & Co’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Roberts, Glore & Co’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 		$917K Buy
11,825
+1,870
+19% +$145K 0.23% 96
2026
Q1 		$772K Buy
9,955
+580
+6% +$45.4K 0.21% 99
2025
Q4 		$732K Buy
9,375
+6,240
+199% +$491K 0.2% 106
2025
Q3 		$247K Buy
+3,135
New +$244K 0.07% 190

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

Roberts, Glore & Co's VPLS Position: Q2 2026 in Review

Roberts, Glore & Co increased its Vanguard Core Plus Bond ETF (VPLS) stake by 19% in Q2 2026, buying an estimated $145K and bringing the position to 11,825 shares worth $917K. The position accounts for 0.23% of the portfolio, ranked #96.

Roberts, Glore & Co first reported a position in VPLS in Q3 2025 and has held it in 4 quarters since. 170 funds tracked by Wall St. Rank hold VPLS as of Q2 2026.

  • Roberts, Glore & Co held 11,825 shares of Vanguard Core Plus Bond ETF worth $917K as of Q2 2026.
  • Roberts, Glore & Co bought 1,870 Vanguard Core Plus Bond ETF shares in Q2 2026, an estimated $145K.
  • Vanguard Core Plus Bond ETF made up 0.23% of Roberts, Glore & Co's portfolio in Q2 2026, its #96 holding.
  • Roberts, Glore & Co first reported a position in Vanguard Core Plus Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 170 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2026.

Based on Roberts, Glore & Co's 13F filing for Q2 2026, filed 11 Aug 2026.