Cerity Partners
VPLS

Cerity Partners’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Cerity Partners’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 		$2.82M Buy
36,380
+8,142
+29% +$637K ﹤0.01% 1291
2025
Q4 		$2.21M Buy
+28,238
New +$2.22M ﹤0.01% 1331

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

Cerity Partners's VPLS Position: Q1 2026 in Review

Cerity Partners increased its Vanguard Core Plus Bond ETF (VPLS) stake by 29% in Q1 2026, buying an estimated $637K and bringing the position to 36,380 shares worth $2.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

Cerity Partners first reported a position in VPLS in Q4 2025 and has held it in 2 quarters since. 145 funds tracked by Wall St. Rank hold VPLS as of Q1 2026.

  • Cerity Partners held 36,380 shares of Vanguard Core Plus Bond ETF worth $2.82M as of Q1 2026.
  • Cerity Partners bought 8,142 Vanguard Core Plus Bond ETF shares in Q1 2026, an estimated $637K.
  • Vanguard Core Plus Bond ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1291 holding.
  • Cerity Partners first reported a position in Vanguard Core Plus Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 145 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.