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 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 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 $192M AUM 10.51% 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 $322M AUM 14.31% 1-Year Est. Return

Roberts, Glore & Co's VPLS Position: Q1 2026 in Review

Roberts, Glore & Co increased its Vanguard Core Plus Bond ETF (VPLS) stake by 6.2% in Q1 2026, buying an estimated $45.4K and bringing the position to 9,955 shares worth $772K. The position accounts for 0.21% of the portfolio, ranked #99.

Roberts, Glore & Co first reported a position in VPLS in Q3 2025 and has held it in 3 quarters since. 145 funds tracked by Wall St. Rank hold VPLS as of Q1 2026.

Roberts, Glore & Co held 9,955 shares of Vanguard Core Plus Bond ETF worth $772K as of Q1 2026.
Roberts, Glore & Co bought 580 Vanguard Core Plus Bond ETF shares in Q1 2026, an estimated $45.4K.
Vanguard Core Plus Bond ETF made up 0.21% of Roberts, Glore & Co's portfolio in Q1 2026, its #99 holding.
Roberts, Glore & Co first reported a position in Vanguard Core Plus Bond ETF in Q3 2025 and has held it in 3 quarters since.
145 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q1 2026.

Based on Roberts, Glore & Co's 13F filing for Q1 2026, filed 4 May 2026.