PWMAI
VPLS

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, 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
Q2 		$13.9K Buy
179
+2
+1% +$155 ﹤0.01% 421
2026
Q1 		$13.8K Buy
177
+1
+0.6% +$78 ﹤0.01% 385
2025
Q4 		$13.8K Buy
176
+3
+2% +$236 ﹤0.01% 391
2025
Q3 		$13.6K Buy
173
+14
+9% +$1.09K ﹤0.01% 384
2025
Q2 		$12.4K Buy
159
+2
+1% +$153 ﹤0.01% 347
2025
Q1 		$12.2K Buy
157
+1
+0.6% +$77 ﹤0.01% 354
2024
Q4 		$11.9K Buy
+156
New +$12.1K ﹤0.01% 358

Other funds holding VPLS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
NF
NavPoint Financial Prior Lake, Minnesota $270M AUM 14.97% 1-Year Est. Return
LAM
Lakewood Asset Management Naperville, Illinois $182M AUM 22.41% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s VPLS Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Vanguard Core Plus Bond ETF (VPLS) stake by 1.1% in Q2 2026, buying an estimated $155 and bringing the position to 179 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in VPLS in Q4 2024 and has held it in 7 quarters since. 105 funds tracked by Wall St. Rank hold VPLS as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 179 shares of Vanguard Core Plus Bond ETF worth $13.9K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 2 Vanguard Core Plus Bond ETF shares in Q2 2026, an estimated $155.
  • Vanguard Core Plus Bond ETF made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #421 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Vanguard Core Plus Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 105 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.