DPI
VPLS

Diversified Portfolios Inc’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Diversified Portfolios Inc’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 		$15M Buy
193,358
+9,159
+5% +$717K 1.23% 18
2025
Q4 		$14.4M Buy
184,199
+12,176
+7% +$957K 1.2% 22
2025
Q3 		$13.5M Buy
172,023
+12,157
+8% +$946K 1.19% 21
2025
Q2 		$12.4M Buy
159,866
+25,699
+19% +$1.97M 1.19% 24
2025
Q1 		$10.4M Buy
134,167
+29,061
+28% +$2.23M 1.09% 24
2024
Q4 		$7.99M Buy
105,106
+20,560
+24% +$1.59M 0.87% 27
2024
Q3 		$6.71M Buy
84,546
+51,501
+156% +$4.02M 0.75% 33
2024
Q2 		$2.52M Buy
33,045
+24,849
+303% +$1.88M 0.33% 50
2024
Q1 		$629K Buy
+8,196
New +$627K 0.09% 86

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
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Diversified Portfolios Inc's VPLS Position: Q1 2026 in Review

Diversified Portfolios Inc increased its Vanguard Core Plus Bond ETF (VPLS) stake by 5% in Q1 2026, buying an estimated $717K and bringing the position to 193,358 shares worth $15M. The position accounts for 1.23% of the portfolio, ranked #18.

Diversified Portfolios Inc first reported a position in VPLS in Q1 2024 and has held it in 9 quarters since. 145 funds tracked by Wall St. Rank hold VPLS as of Q1 2026.

  • Diversified Portfolios Inc held 193,358 shares of Vanguard Core Plus Bond ETF worth $15M as of Q1 2026.
  • Diversified Portfolios Inc bought 9,159 Vanguard Core Plus Bond ETF shares in Q1 2026, an estimated $717K.
  • Vanguard Core Plus Bond ETF made up 1.23% of Diversified Portfolios Inc's portfolio in Q1 2026, its #18 holding.
  • Diversified Portfolios Inc first reported a position in Vanguard Core Plus Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • 145 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.