KFGG
VPLS

Keystone Financial Group (Georgia)’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Keystone Financial Group (Georgia)’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 		$22.7M Buy
292,988
+20,092
+7% +$1.56M 11.93% 2
2026
Q1 		$21.2M Buy
272,896
+91,403
+50% +$7.15M 11.01% 2
2025
Q4 		$14.2M Buy
181,493
+19,492
+12% +$1.53M 7.42% 3
2025
Q3 		$12.7M Buy
162,001
+37,390
+30% +$2.91M 7.18% 3
2025
Q2 		$9.6M Buy
124,611
+39,616
+47% +$3.04M 6.11% 4
2025
Q1 		$6.52M Buy
84,995
+40,326
+90% +$3.09M 4.59% 6
2024
Q4 		$3.39M Buy
+44,669
New +$3.45M 2.75% 9

Other funds holding VPLS

IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 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
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 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

Keystone Financial Group (Georgia)'s VPLS Position: Q2 2026 in Review

Keystone Financial Group (Georgia) increased its Vanguard Core Plus Bond ETF (VPLS) stake by 7.4% in Q2 2026, buying an estimated $1.56M and bringing the position to 292,988 shares worth $22.7M. The position accounts for 11.93% of the portfolio, ranked #2.

Keystone Financial Group (Georgia) first reported a position in VPLS in Q4 2024 and has held it in 7 quarters since. 69 funds tracked by Wall St. Rank hold VPLS as of Q2 2026.

  • Keystone Financial Group (Georgia) held 292,988 shares of Vanguard Core Plus Bond ETF worth $22.7M as of Q2 2026.
  • Keystone Financial Group (Georgia) bought 20,092 Vanguard Core Plus Bond ETF shares in Q2 2026, an estimated $1.56M.
  • Vanguard Core Plus Bond ETF made up 11.93% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #2 holding.
  • Keystone Financial Group (Georgia) first reported a position in Vanguard Core Plus Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 69 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.