IWS
VPLS

Insight Wealth Strategies’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Insight Wealth Strategies’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 		$23.3M Sell
301,707
-41,399
-12% -$3.21M 2.27% 12
2026
Q1 		$26.6M Buy
+343,106
New +$26.8M 2.97% 6

Other funds holding VPLS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 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

Insight Wealth Strategies's VPLS Position: Q2 2026 in Review

Insight Wealth Strategies reduced its Vanguard Core Plus Bond ETF (VPLS) stake by 12% in Q2 2026, selling an estimated $3.21M and leaving 301,707 shares worth $23.3M. The position accounts for 2.27% of the portfolio, ranked #12.

Insight Wealth Strategies first reported a position in VPLS in Q1 2026 and has held it in 2 quarters since. The position peaked at $26.6M in Q1 2026. 113 funds tracked by Wall St. Rank hold VPLS as of Q2 2026.

  • Insight Wealth Strategies held 301,707 shares of Vanguard Core Plus Bond ETF worth $23.3M as of Q2 2026.
  • Insight Wealth Strategies sold 41,399 Vanguard Core Plus Bond ETF shares in Q2 2026, an estimated $3.21M.
  • Vanguard Core Plus Bond ETF made up 2.27% of Insight Wealth Strategies's portfolio in Q2 2026, its #12 holding.
  • Insight Wealth Strategies first reported a position in Vanguard Core Plus Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Insight Wealth Strategies's Vanguard Core Plus Bond ETF position peaked at $26.6M in Q1 2026.
  • 113 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.