BW
VPLS

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

Balance Wealth’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
Q2 		$16M Buy
206,733
+17,160
+9% +$1.33M 4.27% 4
2026
Q1 		$14.7M Buy
189,573
+597
+0.3% +$46.7K 4.57% 4
2025
Q4 		$14.8M Buy
188,976
+5,725
+3% +$450K 4.74% 6
2025
Q3 		$14.4M Buy
183,251
+67,276
+58% +$5.24M 3.56% 7
2025
Q2 		$9.02M Buy
115,975
+63,748
+122% +$4.89M 5.28% 4
2025
Q1 		$4.05M Buy
+52,227
New +$4.01M 2.63% 8

Other funds holding VPLS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
FCFC
First Commonwealth Financial Corp Indiana, Pennsylvania $715M AUM 24.33% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Balance Wealth's VPLS Position: Q2 2026 in Review

Balance Wealth increased its Vanguard Core Plus Bond ETF (VPLS) stake by 9.1% in Q2 2026, buying an estimated $1.33M and bringing the position to 206,733 shares worth $16M. The position accounts for 4.27% of the portfolio, ranked #4.

Balance Wealth first reported a position in VPLS in Q1 2025 and has held it in 6 quarters since. 170 funds tracked by Wall St. Rank hold VPLS as of Q2 2026.

  • Balance Wealth held 206,733 shares of Vanguard Core Plus Bond ETF worth $16M as of Q2 2026.
  • Balance Wealth bought 17,160 Vanguard Core Plus Bond ETF shares in Q2 2026, an estimated $1.33M.
  • Vanguard Core Plus Bond ETF made up 4.27% of Balance Wealth's portfolio in Q2 2026, its #4 holding.
  • Balance Wealth first reported a position in Vanguard Core Plus Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 170 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.