Red Mountain Financial, LLC VPLS holdings history
VANGUARD CORE-PLUS BOND ETF · CUSIP 922020755 · CIK 1997650
As of 2026-06-30, Red Mountain Financial, LLC reported 55.95K VPLS (shares), valued at $4.34M, or 3.64% of its reported non-derivative portfolio. Filed 2026-07-21.
Verify history & sources →Shares increased 20.37%; reported value increased 20.35%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.64% | 55,952 | SEC filing ↗Filed Jul 21, 2026 |
| Q1 2026 | 3.40% | 46,483 | SEC filing ↗Filed Apr 28, 2026 |
| Q4 2025 | 1.64% | 21,383 | SEC filing ↗Filed Jan 26, 2026 |
| Q3 2025 | 0.98% | 12,295 | SEC filing ↗Filed Oct 14, 2025 |
| Q2 2025 | 0.74% | 8,595 | SEC filing ↗Filed Jul 22, 2025Amended |
| Q1 2025 | Not reported | Not reported | — |
| Q4 2024 | Not reported | Not reported | — |
| Q3 2024 | Not reported | Not reported | — |
| Q2 2024 | Not reported | Not reported | — |
| Q1 2024 | Not reported | Not reported | No filing this quarter |
| Q4 2023 | Not reported | Not reported | — |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q3 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2025 | 0.74% | 8,595 | $668.71K | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jul 22, 2025 |
| Q3 2025 | 0.98% | 12,295 | $966.71K | Shares increased 43.05%; reported value increased 44.56%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 14, 2025 |
| Q4 2025 | 1.64% | 21,383 | $1.67M | Shares increased 73.92%; reported value increased 72.79%, and weight changed +0.66 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 26, 2026 |
| Q1 2026 | 3.40% | 46,483 | $3.61M | Shares increased 117.38%; reported value increased 115.92%, and weight changed +1.76 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2026 |
| Q2 2026 | 3.64% | 55,952 | $4.34M | Shares increased 20.37%; reported value increased 20.35%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 21, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.