BPA
VPLS

Beacon Pointe Advisors’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Beacon Pointe 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 		$3.82M Buy
49,185
+11,484
+30% +$899K 0.02% 540
2025
Q4 		$2.95M Buy
+37,701
New +$2.96M 0.02% 509

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 $191M AUM 13.82% 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 $376M AUM 19.58% 1-Year Est. Return

Beacon Pointe Advisors's VPLS Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Vanguard Core Plus Bond ETF (VPLS) stake by 30% in Q1 2026, buying an estimated $899K and bringing the position to 49,185 shares worth $3.82M. The position accounts for 0.02% of the portfolio, ranked #540.

Beacon Pointe Advisors first reported a position in VPLS in Q4 2025 and has held it in 2 quarters since. 145 funds tracked by Wall St. Rank hold VPLS as of Q1 2026.

  • Beacon Pointe Advisors held 49,185 shares of Vanguard Core Plus Bond ETF worth $3.82M as of Q1 2026.
  • Beacon Pointe Advisors bought 11,484 Vanguard Core Plus Bond ETF shares in Q1 2026, an estimated $899K.
  • Vanguard Core Plus Bond ETF made up 0.02% of Beacon Pointe Advisors's portfolio in Q1 2026, its #540 holding.
  • Beacon Pointe Advisors first reported a position in Vanguard Core Plus Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 145 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.