FSWA
VPLS

Financial Synergies Wealth Advisors’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Financial Synergies Wealth Advisors’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 		$220K Buy
2,832
+89
+3% +$6.96K 0.02% 107
2025
Q4 		$214K Buy
2,743
+57
+2% +$4.48K 0.02% 101
2025
Q3 		$211K Buy
2,686
+52
+2% +$4.05K 0.02% 88
2025
Q2 		$205K Buy
2,634
+40
+2% +$3.07K 0.02% 88
2025
Q1 		$201K Buy
+2,594
New +$199K 0.02% 80

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

Financial Synergies Wealth Advisors's VPLS Position: Q1 2026 in Review

Financial Synergies Wealth Advisors increased its Vanguard Core Plus Bond ETF (VPLS) stake by 3.2% in Q1 2026, buying an estimated $6.96K and bringing the position to 2,832 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #107.

Financial Synergies Wealth Advisors first reported a position in VPLS in Q1 2025 and has held it in 5 quarters since. 145 funds tracked by Wall St. Rank hold VPLS as of Q1 2026.

  • Financial Synergies Wealth Advisors held 2,832 shares of Vanguard Core Plus Bond ETF worth $220K as of Q1 2026.
  • Financial Synergies Wealth Advisors bought 89 Vanguard Core Plus Bond ETF shares in Q1 2026, an estimated $6.96K.
  • Vanguard Core Plus Bond ETF made up 0.02% of Financial Synergies Wealth Advisors's portfolio in Q1 2026, its #107 holding.
  • Financial Synergies Wealth Advisors first reported a position in Vanguard Core Plus Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 145 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q1 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.