CWM
VPLS

Centurion Wealth Management’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Centurion Wealth Management’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 		$1.45M Buy
18,724
+6
+0% +$465 0.35% 68
2026
Q1 		$1.45M Buy
18,718
+4
+0% +$313 0.33% 75
2025
Q4 		$1.46M Buy
18,714
+1,009
+6% +$79.3K 0.32% 72
2025
Q3 		$1.39M Buy
+17,705
New +$1.38M 0.32% 71

Other funds holding VPLS

IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 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
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
O3W
Omni 360 Wealth Plainsboro, New Jersey $216M AUM 19.47% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

Centurion Wealth Management's VPLS Position: Q2 2026 in Review

Centurion Wealth Management increased its Vanguard Core Plus Bond ETF (VPLS) stake by 0.03% in Q2 2026, buying an estimated $465 and bringing the position to 18,724 shares worth $1.45M. The position accounts for 0.35% of the portfolio, ranked #68.

Centurion Wealth Management first reported a position in VPLS in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.46M in Q4 2025. 25 funds tracked by Wall St. Rank hold VPLS as of Q2 2026.

  • Centurion Wealth Management held 18,724 shares of Vanguard Core Plus Bond ETF worth $1.45M as of Q2 2026.
  • Centurion Wealth Management bought 6 Vanguard Core Plus Bond ETF shares in Q2 2026, an estimated $465.
  • Vanguard Core Plus Bond ETF made up 0.35% of Centurion Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Centurion Wealth Management first reported a position in Vanguard Core Plus Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Centurion Wealth Management's Vanguard Core Plus Bond ETF position peaked at $1.46M in Q4 2025.
  • 25 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.