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Wealthspire Advisors (New York)’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Wealthspire Advisors (New York)’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 		– Sell
-9,898
Closed -$768K – 1328
2026
Q1 		$768K Buy
+9,898
New +$775K 0.01% 460

Other funds holding VPLS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Royal Bank of Canada
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SF
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 $1.01B AUM 28.81% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthspire Advisors (New York)'s VPLS Position: Q2 2026 in Review

Wealthspire Advisors (New York) sold out of Vanguard Core Plus Bond ETF (VPLS) in Q2 2026, closing a stake of 9,898 shares — an estimated $768K sold.

Wealthspire Advisors (New York) first reported a position in VPLS in Q1 2026 and held it in 1 quarter. The position peaked at $768K in Q1 2026. 172 funds tracked by Wall St. Rank hold VPLS as of Q2 2026.

  • Wealthspire Advisors (New York) reported no remaining Vanguard Core Plus Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 9,898 Vanguard Core Plus Bond ETF shares in Q2 2026, an estimated $768K.
  • Wealthspire Advisors (New York) first reported a position in Vanguard Core Plus Bond ETF in Q1 2026 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Vanguard Core Plus Bond ETF position peaked at $768K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.