DADC
VPLS

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
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

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 $192M AUM 10.51% 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 $322M AUM 14.31% 1-Year Est. Return

D.A. Davidson & Co's VPLS Position: Q1 2026 in Review

D.A. Davidson & Co increased its Vanguard Core Plus Bond ETF (VPLS) stake by 2% in Q1 2026, buying an estimated $32.9K and bringing the position to 21,865 shares worth $1.7M. The position accounts for 0.01% of the portfolio, ranked #749.

D.A. Davidson & Co first reported a position in VPLS in Q3 2025 and has held it in 3 quarters since. 145 funds tracked by Wall St. Rank hold VPLS as of Q1 2026.

  • D.A. Davidson & Co held 21,865 shares of Vanguard Core Plus Bond ETF worth $1.7M as of Q1 2026.
  • D.A. Davidson & Co bought 420 Vanguard Core Plus Bond ETF shares in Q1 2026, an estimated $32.9K.
  • Vanguard Core Plus Bond ETF made up 0.01% of D.A. Davidson & Co's portfolio in Q1 2026, its #749 holding.
  • D.A. Davidson & Co first reported a position in Vanguard Core Plus Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 145 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.