Bridgewealth Advisory Group’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Bridgewealth Advisory Group’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	$301K	Buy	+3,879	New	+$304K	0.06%	98

Other funds holding VPLS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Balance Wealth Delaware, Ohio $322M AUM 14.31% 1-Year Est. Return

Bridgewealth Advisory Group's VPLS Position: Q1 2026 in Review

Bridgewealth Advisory Group opened a new position in Vanguard Core Plus Bond ETF (VPLS) in Q1 2026: 3,879 shares worth $301K. The stake represents 0.06% of the portfolio and ranks #98 among its holdings.

145 funds tracked by Wall St. Rank hold VPLS as of Q1 2026.

Bridgewealth Advisory Group held 3,879 shares of Vanguard Core Plus Bond ETF worth $301K as of Q1 2026.
Vanguard Core Plus Bond ETF was a new Bridgewealth Advisory Group position in Q1 2026.
Vanguard Core Plus Bond ETF made up 0.06% of Bridgewealth Advisory Group's portfolio in Q1 2026, its #98 holding.
145 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q1 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.