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

Summit 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	$28.4M	Buy	366,127 +117,020	+47%	+$9.07M	0.31%	61
2026 Q1	$19.3M	Buy	249,107 +11,161	+5%	+$873K	0.25%	77
2025 Q4	$18.6M	Buy	237,946 +13,882	+6%	+$1.09M	0.27%	70
2025 Q3	$17.6M	Buy	+224,064	New	+$17.4M	0.27%	69

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

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

KFGG

Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return

Summit Financial's VPLS Position: Q2 2026 in Review

Summit Financial increased its Vanguard Core Plus Bond ETF (VPLS) stake by 47% in Q2 2026, buying an estimated $9.07M and bringing the position to 366,127 shares worth $28.4M. The position accounts for 0.31% of the portfolio, ranked #61.

Summit Financial 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.

Summit Financial held 366,127 shares of Vanguard Core Plus Bond ETF worth $28.4M as of Q2 2026.
Summit Financial bought 117,020 Vanguard Core Plus Bond ETF shares in Q2 2026, an estimated $9.07M.
Vanguard Core Plus Bond ETF made up 0.31% of Summit Financial's portfolio in Q2 2026, its #61 holding.
Summit Financial 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 Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.