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
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 $1.37T 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
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return

Hazlett, Burt & Watson's VPLS Position: Q1 2026 in Review

Hazlett, Burt & Watson held its Vanguard Core Plus Bond ETF (VPLS) position steady in Q1 2026 at 632 shares worth $49K. The position accounts for 0.02% of the portfolio, ranked #455.

Hazlett, Burt & Watson first reported a position in VPLS in Q4 2025 and has held it in 2 quarters since. 145 funds tracked by Wall St. Rank hold VPLS as of Q1 2026.

  • Hazlett, Burt & Watson held 632 shares of Vanguard Core Plus Bond ETF worth $49K as of Q1 2026.
  • Hazlett, Burt & Watson left its Vanguard Core Plus Bond ETF share count unchanged in Q1 2026.
  • Vanguard Core Plus Bond ETF made up 0.02% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #455 holding.
  • Hazlett, Burt & Watson first reported a position in Vanguard Core Plus Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 145 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.