D.A. Davidson & Co
VPLS icon

D.A. Davidson & Co’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

D.A. Davidson & Co’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
Q3 		$1.69M Buy
22,771
+454
+2% +$34.6K 0.01% 792
2026
Q2 		$1.73M Buy
22,317
+452
+2% +$35K 0.01% 784
2026
Q1 		$1.7M Buy
21,865
+420
+2% +$32.9K 0.01% 749
2025
Q4 		$1.68M Buy
21,445
+866
+4% +$68.1K 0.01% 730
2025
Q3 		$1.62M Buy
+20,579
New +$1.6M 0.01% 720

Other funds holding VPLS

Keystone Financial Group (Georgia)
Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
Balance Wealth
Balance Wealth Delaware, Ohio $417M AUM 14.07% 1-Year Est. Return
NavPoint Financial
NavPoint Financial Prior Lake, Minnesota $283M AUM 9.09% 1-Year Est. Return
Verum Partners
Verum Partners Charlotte, North Carolina $623M AUM 13.08% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Lakewood Asset Management
Lakewood Asset Management Naperville, Illinois $194M AUM 16.07% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

D.A. Davidson & Co's VPLS Position: Q3 2026 in Review

D.A. Davidson & Co increased its Vanguard Core Plus Bond ETF (VPLS) stake by 2% in Q3 2026, buying an estimated $34.6K and bringing the position to 22,771 shares worth $1.69M. The position accounts for 0.01% of the portfolio, ranked #792.

D.A. Davidson & Co first reported a position in VPLS in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.73M in Q2 2026. 64 funds tracked by Wall St. Rank hold VPLS as of Q3 2026.

  • D.A. Davidson & Co held 22,771 shares of Vanguard Core Plus Bond ETF worth $1.69M as of Q3 2026.
  • D.A. Davidson & Co bought 454 Vanguard Core Plus Bond ETF shares in Q3 2026, an estimated $34.6K.
  • Vanguard Core Plus Bond ETF made up 0.01% of D.A. Davidson & Co's portfolio in Q3 2026, its #792 holding.
  • D.A. Davidson & Co first reported a position in Vanguard Core Plus Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • D.A. Davidson & Co's Vanguard Core Plus Bond ETF position peaked at $1.73M in Q2 2026.
  • 64 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q3 2026.

Based on D.A. Davidson & Co's 13F filing for Q3 2026, filed 28 Oct 2026.