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
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 $1.37T 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Balance Wealth's VPLS Position: Q1 2026 in Review

Balance Wealth increased its Vanguard Core Plus Bond ETF (VPLS) stake by 0.32% in Q1 2026, buying an estimated $46.7K and bringing the position to 189,573 shares worth $14.7M. The position accounts for 4.57% of the portfolio, ranked #4.

Balance Wealth first reported a position in VPLS in Q1 2025 and has held it in 5 quarters since. The position peaked at $14.8M in Q4 2025. 145 funds tracked by Wall St. Rank hold VPLS as of Q1 2026.

  • Balance Wealth held 189,573 shares of Vanguard Core Plus Bond ETF worth $14.7M as of Q1 2026.
  • Balance Wealth bought 597 Vanguard Core Plus Bond ETF shares in Q1 2026, an estimated $46.7K.
  • Vanguard Core Plus Bond ETF made up 4.57% of Balance Wealth's portfolio in Q1 2026, its #4 holding.
  • Balance Wealth first reported a position in Vanguard Core Plus Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Balance Wealth's Vanguard Core Plus Bond ETF position peaked at $14.8M in Q4 2025.
  • 145 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q1 2026.

Based on Balance Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.