CWS
VPLS

Confluence Wealth Services’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Confluence Wealth 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
Q2 		$1.65M Buy
21,264
+1,143
+6% +$88.6K 0.05% 176
2026
Q1 		$1.56M Buy
20,121
+15,963
+384% +$1.25M 0.06% 143
2025
Q4 		$325K Buy
+4,158
New +$327K 0.01% 309

Other funds holding VPLS

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
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
NF
NavPoint Financial Prior Lake, Minnesota $270M AUM 14.97% 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
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 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

Confluence Wealth Services's VPLS Position: Q2 2026 in Review

Confluence Wealth Services increased its Vanguard Core Plus Bond ETF (VPLS) stake by 5.7% in Q2 2026, buying an estimated $88.6K and bringing the position to 21,264 shares worth $1.65M. The position accounts for 0.05% of the portfolio, ranked #176.

Confluence Wealth Services first reported a position in VPLS in Q4 2025 and has held it in 3 quarters since. 44 funds tracked by Wall St. Rank hold VPLS as of Q2 2026.

  • Confluence Wealth Services held 21,264 shares of Vanguard Core Plus Bond ETF worth $1.65M as of Q2 2026.
  • Confluence Wealth Services bought 1,143 Vanguard Core Plus Bond ETF shares in Q2 2026, an estimated $88.6K.
  • Vanguard Core Plus Bond ETF made up 0.05% of Confluence Wealth Services's portfolio in Q2 2026, its #176 holding.
  • Confluence Wealth Services first reported a position in Vanguard Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 44 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.