Advyzon Investment Management’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Advyzon Investment 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
2026 Q1	$2.16M	Buy	+27,871	New	+$2.18M	0.19%	119

Other funds holding VPLS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Balance Wealth Delaware, Ohio $322M AUM 14.31% 1-Year Est. Return

Advyzon Investment Management's VPLS Position: Q1 2026 in Review

Advyzon Investment Management opened a new position in Vanguard Core Plus Bond ETF (VPLS) in Q1 2026: 27,871 shares worth $2.16M. The stake represents 0.19% of the portfolio and ranks #119 among its holdings.

145 funds tracked by Wall St. Rank hold VPLS as of Q1 2026.

Advyzon Investment Management held 27,871 shares of Vanguard Core Plus Bond ETF worth $2.16M as of Q1 2026.
Vanguard Core Plus Bond ETF was a new Advyzon Investment Management position in Q1 2026.
Vanguard Core Plus Bond ETF made up 0.19% of Advyzon Investment Management's portfolio in Q1 2026, its #119 holding.
145 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.