Howard Financial Services
VPLS icon

Howard Financial Services’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Howard Financial Services’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
Q3 		$17.3M Buy
234,148
+109,096
+87% +$8.31M 1.82% 19
2026
Q2 		$9.7M Buy
125,052
+38,624
+45% +$2.99M 1.05% 23
2026
Q1 		$6.71M Buy
86,428
+49,218
+132% +$3.85M 0.76% 29
2025
Q4 		$2.91M Buy
37,210
+30,483
+453% +$2.4M 0.34% 40
2025
Q3 		$529K Buy
+6,727
New +$524K 0.06% 100

Other funds holding VPLS

Keystone Financial Group (Georgia)
Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
Balance Wealth
Balance Wealth Delaware, Ohio $417M AUM 14.07% 1-Year Est. Return
NavPoint Financial
NavPoint Financial Prior Lake, Minnesota $283M AUM 9.09% 1-Year Est. Return
Verum Partners
Verum Partners Charlotte, North Carolina $623M AUM 13.08% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Lakewood Asset Management
Lakewood Asset Management Naperville, Illinois $194M AUM 16.07% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Howard Financial Services's VPLS Position: Q3 2026 in Review

Howard Financial Services increased its Vanguard Core Plus Bond ETF (VPLS) stake by 87% in Q3 2026, buying an estimated $8.31M and bringing the position to 234,148 shares worth $17.3M. The position accounts for 1.82% of the portfolio, ranked #19.

Howard Financial Services first reported a position in VPLS in Q3 2025 and has held it in 5 quarters since. 67 funds tracked by Wall St. Rank hold VPLS as of Q3 2026.

  • Howard Financial Services held 234,148 shares of Vanguard Core Plus Bond ETF worth $17.3M as of Q3 2026.
  • Howard Financial Services bought 109,096 Vanguard Core Plus Bond ETF shares in Q3 2026, an estimated $8.31M.
  • Vanguard Core Plus Bond ETF made up 1.82% of Howard Financial Services's portfolio in Q3 2026, its #19 holding.
  • Howard Financial Services first reported a position in Vanguard Core Plus Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • 67 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.