CIAS
VPLS

CBIZ Investment Advisory Services’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

CBIZ Investment Advisory Services’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 		$6.11K Buy
79
+1
+1% +$78 ﹤0.01% 201
2025
Q4 		$6.1K Buy
+78
New +$6.13K ﹤0.01% 467
2024
Q3 		– Sell
-15
Closed -$1.16K – 436
2024
Q2 		$1.16K Hold
15
– – ﹤0.01% 359
2024
Q1 		$1.15K Buy
+15
New +$1.15K ﹤0.01% 327

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

CBIZ Investment Advisory Services's VPLS Position: Q1 2026 in Review

CBIZ Investment Advisory Services increased its Vanguard Core Plus Bond ETF (VPLS) stake by 1.3% in Q1 2026, buying an estimated $78 and bringing the position to 79 shares worth $6.11K. The position accounts for ﹤0.01% of the portfolio, ranked #201.

CBIZ Investment Advisory Services first reported a position in VPLS in Q1 2024 and has held it in 4 quarters since. 145 funds tracked by Wall St. Rank hold VPLS as of Q1 2026.

  • CBIZ Investment Advisory Services held 79 shares of Vanguard Core Plus Bond ETF worth $6.11K as of Q1 2026.
  • CBIZ Investment Advisory Services bought 1 Vanguard Core Plus Bond ETF share in Q1 2026, an estimated $78.
  • Vanguard Core Plus Bond ETF made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #201 holding.
  • CBIZ Investment Advisory Services first reported a position in Vanguard Core Plus Bond ETF in Q1 2024 and has held it in 4 quarters since.
  • 145 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.