AWA
VPLS

Acorn Wealth Advisors’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Acorn Wealth Advisors’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
Q1 		$371K Buy
4,784
+34
+0.7% +$2.66K 0.11% 173
2025
Q4 		$371K Buy
4,750
+26
+0.6% +$2.04K 0.11% 172
2025
Q3 		$371K Buy
4,724
+712
+18% +$55.4K 0.12% 179
2025
Q2 		$312K Buy
4,012
+95
+2% +$7.29K 0.12% 172
2025
Q1 		$304K Sell
3,917
-57
-1% -$4.37K 0.13% 167
2024
Q4 		$302K Hold
3,974
– – 0.12% 166
2024
Q3 		$315K Buy
3,974
+980
+33% +$76.5K 0.14% 159
2024
Q2 		$228K Hold
2,994
– – 0.11% 182
2024
Q1 		$230K Buy
+2,994
New +$229K 0.12% 177

Other funds holding VPLS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $192M AUM 10.51% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
FCFC
First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $322M AUM 14.31% 1-Year Est. Return