AF
VPLS

Apexium Financial’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Apexium Financial’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 		$5.27M Buy
66,991
+2,803
+4% +$218K 0.26% 50
2025
Q2 		$4.99M Buy
64,188
+36,762
+134% +$2.82M 0.27% 50
2025
Q1 		$2.13M Buy
+27,426
New +$2.1M 0.13% 84

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 $322M AUM 14.31% 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 $192M AUM 10.51% 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

Apexium Financial's VPLS Position: Q3 2025 in Review

Apexium Financial increased its Vanguard Core Plus Bond ETF (VPLS) stake by 4.4% in Q3 2025, buying an estimated $218K and bringing the position to 66,991 shares worth $5.27M. The position accounts for 0.26% of the portfolio, ranked #50.

Apexium Financial first reported a position in VPLS in Q1 2025 and has held it in 3 quarters since. 101 funds tracked by Wall St. Rank hold VPLS as of Q3 2025.

  • Apexium Financial held 66,991 shares of Vanguard Core Plus Bond ETF worth $5.27M as of Q3 2025.
  • Apexium Financial bought 2,803 Vanguard Core Plus Bond ETF shares in Q3 2025, an estimated $218K.
  • Vanguard Core Plus Bond ETF made up 0.26% of Apexium Financial's portfolio in Q3 2025, its #50 holding.
  • Apexium Financial first reported a position in Vanguard Core Plus Bond ETF in Q1 2025 and has held it in 3 quarters since.
  • 101 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.