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
Q2 		$4.55M Buy
58,655
+9,470
+19% +$734K 0.02% 535
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 $1.55T 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

Beacon Pointe Advisors's VPLS Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Vanguard Core Plus Bond ETF (VPLS) stake by 19% in Q2 2026, buying an estimated $734K and bringing the position to 58,655 shares worth $4.55M. The position accounts for 0.02% of the portfolio, ranked #535.

Beacon Pointe Advisors first reported a position in VPLS in Q4 2025 and has held it in 3 quarters since. 170 funds tracked by Wall St. Rank hold VPLS as of Q2 2026.

  • Beacon Pointe Advisors held 58,655 shares of Vanguard Core Plus Bond ETF worth $4.55M as of Q2 2026.
  • Beacon Pointe Advisors bought 9,470 Vanguard Core Plus Bond ETF shares in Q2 2026, an estimated $734K.
  • Vanguard Core Plus Bond ETF made up 0.02% of Beacon Pointe Advisors's portfolio in Q2 2026, its #535 holding.
  • Beacon Pointe Advisors first reported a position in Vanguard Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 170 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.