Triumph Capital Management
VPLS icon

Triumph Capital Management’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Triumph Capital Management’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
Q3 		$2.18M Buy
29,424
+1,758
+6% +$134K 0.38% 56
2026
Q2 		$2.15M Sell
27,666
-3,635
-12% -$282K 0.39% 57
2026
Q1 		$2.43M Buy
31,301
+3,526
+13% +$276K 0.49% 40
2025
Q4 		$2.17M Sell
27,775
-4,303
-13% -$338K 0.47% 41
2025
Q3 		$2.52M Buy
32,078
+2,865
+10% +$223K 0.68% 34
2025
Q2 		$2.27M Buy
+29,213
New +$2.24M 0.68% 28

Other funds holding VPLS

Keystone Financial Group (Georgia)
Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
NavPoint Financial
NavPoint Financial Prior Lake, Minnesota $283M AUM 9.09% 1-Year Est. Return
Verum Partners
Verum Partners Charlotte, North Carolina $623M AUM 13.08% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Lakewood Asset Management
Lakewood Asset Management Naperville, Illinois $194M AUM 16.07% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Triumph Capital Management's VPLS Position: Q3 2026 in Review

Triumph Capital Management increased its Vanguard Core Plus Bond ETF (VPLS) stake by 6.4% in Q3 2026, buying an estimated $134K and bringing the position to 29,424 shares worth $2.18M. The position accounts for 0.38% of the portfolio, ranked #56.

Triumph Capital Management first reported a position in VPLS in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.52M in Q3 2025. 53 funds tracked by Wall St. Rank hold VPLS as of Q3 2026.

  • Triumph Capital Management held 29,424 shares of Vanguard Core Plus Bond ETF worth $2.18M as of Q3 2026.
  • Triumph Capital Management bought 1,758 Vanguard Core Plus Bond ETF shares in Q3 2026, an estimated $134K.
  • Vanguard Core Plus Bond ETF made up 0.38% of Triumph Capital Management's portfolio in Q3 2026, its #56 holding.
  • Triumph Capital Management first reported a position in Vanguard Core Plus Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • Triumph Capital Management's Vanguard Core Plus Bond ETF position peaked at $2.52M in Q3 2025.
  • 53 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.