WAU
VPLS

Wellington-Altus USA’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Wellington-Altus USA’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 		$25.1K Sell
323
-52
-14% -$4.03K 0.02% 458
2026
Q1 		$29.1K Sell
375
-448
-54% -$35.1K 0.02% 451
2025
Q4 		$64.3K Buy
+823
New +$64.7K 0.05% 253

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 $1.02B AUM 38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wellington-Altus USA's VPLS Position: Q2 2026 in Review

Wellington-Altus USA reduced its Vanguard Core Plus Bond ETF (VPLS) stake by 14% in Q2 2026, selling an estimated $4.03K and leaving 323 shares worth $25.1K. The position accounts for 0.02% of the portfolio, ranked #458.

Wellington-Altus USA first reported a position in VPLS in Q4 2025 and has held it in 3 quarters since. The position peaked at $64.3K in Q4 2025. 172 funds tracked by Wall St. Rank hold VPLS as of Q2 2026.

  • Wellington-Altus USA held 323 shares of Vanguard Core Plus Bond ETF worth $25.1K as of Q2 2026.
  • Wellington-Altus USA sold 52 Vanguard Core Plus Bond ETF shares in Q2 2026, an estimated $4.03K.
  • Vanguard Core Plus Bond ETF made up 0.02% of Wellington-Altus USA's portfolio in Q2 2026, its #458 holding.
  • Wellington-Altus USA first reported a position in Vanguard Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Vanguard Core Plus Bond ETF position peaked at $64.3K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.