Roehl & Yi Investment Advisors’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Roehl & Yi Investment Advisors’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	$11M	Buy	141,904 +37,412	+36%	+$2.9M	3.62%	5
2026 Q1	$8.11M	Buy	104,492 +17,624	+20%	+$1.38M	3.04%	8
2025 Q4	$6.79M	Buy	86,868 +59,354	+216%	+$4.67M	2.69%	7
2025 Q3	$2.16M	Buy	+27,514	New	+$2.14M	0.94%	23

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

Roehl & Yi Investment Advisors's VPLS Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its Vanguard Core Plus Bond ETF (VPLS) stake by 36% in Q2 2026, buying an estimated $2.9M and bringing the position to 141,904 shares worth $11M. The position accounts for 3.62% of the portfolio, ranked #5.

Roehl & Yi Investment Advisors first reported a position in VPLS in Q3 2025 and has held it in 4 quarters since. 169 funds tracked by Wall St. Rank hold VPLS as of Q2 2026.

Roehl & Yi Investment Advisors held 141,904 shares of Vanguard Core Plus Bond ETF worth $11M as of Q2 2026.
Roehl & Yi Investment Advisors bought 37,412 Vanguard Core Plus Bond ETF shares in Q2 2026, an estimated $2.9M.
Vanguard Core Plus Bond ETF made up 3.62% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #5 holding.
Roehl & Yi Investment Advisors first reported a position in Vanguard Core Plus Bond ETF in Q3 2025 and has held it in 4 quarters since.
169 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.