AWM
VPLS

Accredited Wealth Management’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Accredited Wealth 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
2025
Q3 		$155K Buy
8,501
+7,651
+900% +$596K 0.12% 76
2025
Q2 		$66.1K Hold
850
– – 0.05% 119
2025
Q1 		$65.9K Hold
850
– – 0.06% 112
2024
Q4 		$64.6K Buy
+850
New +$65.7K 0.06% 124

Other funds holding VPLS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return
FCFC
First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return
MWM
MorganRosel Wealth Management Highlands Ranch, Colorado $254M AUM 18.87% 1-Year Est. Return

Accredited Wealth Management's VPLS Position: Q3 2025 in Review

Accredited Wealth Management increased its Vanguard Core Plus Bond ETF (VPLS) stake by 900% in Q3 2025, buying an estimated $596K and bringing the position to 8,501 shares worth $155K. The position accounts for 0.12% of the portfolio, ranked #76.

Accredited Wealth Management first reported a position in VPLS in Q4 2024 and has held it in 4 quarters since. 101 funds tracked by Wall St. Rank hold VPLS as of Q3 2025.

  • Accredited Wealth Management held 8,501 shares of Vanguard Core Plus Bond ETF worth $155K as of Q3 2025.
  • Accredited Wealth Management bought 7,651 Vanguard Core Plus Bond ETF shares in Q3 2025, an estimated $596K.
  • Vanguard Core Plus Bond ETF made up 0.12% of Accredited Wealth Management's portfolio in Q3 2025, its #76 holding.
  • Accredited Wealth Management first reported a position in Vanguard Core Plus Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • 101 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.