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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 $1.01B AUM 28.81% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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.

172 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.
172 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.