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) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

NavPoint Financial Prior Lake, Minnesota $283M AUM 9.09% 1-Year Est. Return

Verum Partners Charlotte, North Carolina $623M AUM 13.08% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Lakewood Asset Management Naperville, Illinois $194M AUM 16.07% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

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. 52 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.
52 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.