BWP
VPLS

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

Bernardo Wealth Planning’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 		$1.11M Buy
+14,296
New +$1.11M 0.19% 53

Other funds holding VPLS

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
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
NF
NavPoint Financial Prior Lake, Minnesota $270M AUM 14.97% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Bernardo Wealth Planning's VPLS Position: Q2 2026 in Review

Bernardo Wealth Planning opened a new position in Vanguard Core Plus Bond ETF (VPLS) in Q2 2026: 14,296 shares worth $1.11M. The stake represents 0.19% of the portfolio and ranks #53 among its holdings.

52 funds tracked by Wall St. Rank hold VPLS as of Q2 2026.

  • Bernardo Wealth Planning held 14,296 shares of Vanguard Core Plus Bond ETF worth $1.11M as of Q2 2026.
  • Vanguard Core Plus Bond ETF was a new Bernardo Wealth Planning position in Q2 2026.
  • Vanguard Core Plus Bond ETF made up 0.19% of Bernardo Wealth Planning's portfolio in Q2 2026, its #53 holding.
  • 52 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.