HBW
VPLS

Hazlett, Burt & Watson’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Hazlett, Burt & Watson’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 		$57K Buy
732
+100
+16% +$7.75K 0.02% 444
2026
Q1 		$49K Hold
632
– – 0.02% 455
2025
Q4 		$49K Buy
+632
New +$49.7K 0.02% 448

Other funds holding VPLS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
FCFC
First Commonwealth Financial Corp Indiana, Pennsylvania $715M AUM 24.33% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Hazlett, Burt & Watson's VPLS Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its Vanguard Core Plus Bond ETF (VPLS) stake by 16% in Q2 2026, buying an estimated $7.75K and bringing the position to 732 shares worth $57K. The position accounts for 0.02% of the portfolio, ranked #444.

Hazlett, Burt & Watson first reported a position in VPLS in Q4 2025 and has held it in 3 quarters since. 170 funds tracked by Wall St. Rank hold VPLS as of Q2 2026.

  • Hazlett, Burt & Watson held 732 shares of Vanguard Core Plus Bond ETF worth $57K as of Q2 2026.
  • Hazlett, Burt & Watson bought 100 Vanguard Core Plus Bond ETF shares in Q2 2026, an estimated $7.75K.
  • Vanguard Core Plus Bond ETF made up 0.02% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #444 holding.
  • Hazlett, Burt & Watson first reported a position in Vanguard Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 170 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.