HFS
VPLS

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
Q2 		$9.72M Buy
125,340
+38,912
+45% +$3.02M 0.97% 24
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

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
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RMF
Red Mountain Financial Fort Collins, Colorado $119M AUM 21.12% 1-Year Est. Return

Howard Financial Services's VPLS Position: Q2 2026 in Review

Howard Financial Services increased its Vanguard Core Plus Bond ETF (VPLS) stake by 45% in Q2 2026, buying an estimated $3.02M and bringing the position to 125,340 shares worth $9.72M. The position accounts for 0.97% of the portfolio, ranked #24.

Howard Financial Services first reported a position in VPLS in Q3 2025 and has held it in 4 quarters since. 38 funds tracked by Wall St. Rank hold VPLS as of Q2 2026.

  • Howard Financial Services held 125,340 shares of Vanguard Core Plus Bond ETF worth $9.72M as of Q2 2026.
  • Howard Financial Services bought 38,912 Vanguard Core Plus Bond ETF shares in Q2 2026, an estimated $3.02M.
  • Vanguard Core Plus Bond ETF made up 0.97% of Howard Financial Services's portfolio in Q2 2026, its #24 holding.
  • Howard Financial Services first reported a position in Vanguard Core Plus Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 38 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.