VPP
AGG icon

Vertex Planning Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Vertex Planning Partners’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,227
Closed -$223K – 133
2025
Q3 		$223K Buy
+2,227
New +$221K 0.04% 192

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Vertex Planning Partners's AGG Position: Q4 2025 in Review

Vertex Planning Partners sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2025, closing a stake of 2,227 shares — an estimated $223K sold.

Vertex Planning Partners first reported a position in AGG in Q3 2025 and held it in 1 quarter. The position peaked at $223K in Q3 2025. 2,095 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

  • Vertex Planning Partners reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Vertex Planning Partners sold 2,227 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $223K.
  • Vertex Planning Partners first reported a position in iShares Core US Aggregate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Vertex Planning Partners's iShares Core US Aggregate Bond ETF position peaked at $223K in Q3 2025.
  • 2,095 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.