KFGK
VPLS

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

Keystone Financial Group (Kentucky)’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 		$373K Sell
4,813
-81
-2% -$6.34K 0.03% 351
2025
Q4 		$382K Buy
4,894
+96
+2% +$7.55K 0.03% 301
2025
Q3 		$377K Buy
4,798
+1,250
+35% +$97.3K 0.03% 282
2025
Q2 		$276K Buy
3,548
+807
+29% +$61.9K 0.02% 338
2025
Q1 		$213K Buy
+2,741
New +$210K 0.02% 364

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

Keystone Financial Group (Kentucky)'s VPLS Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) reduced its Vanguard Core Plus Bond ETF (VPLS) stake by 1.7% in Q1 2026, selling an estimated $6.34K and leaving 4,813 shares worth $373K. The position accounts for 0.03% of the portfolio, ranked #351.

Keystone Financial Group (Kentucky) first reported a position in VPLS in Q1 2025 and has held it in 5 quarters since. The position peaked at $382K in Q4 2025. 145 funds tracked by Wall St. Rank hold VPLS as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 4,813 shares of Vanguard Core Plus Bond ETF worth $373K as of Q1 2026.
  • Keystone Financial Group (Kentucky) sold 81 Vanguard Core Plus Bond ETF shares in Q1 2026, an estimated $6.34K.
  • Vanguard Core Plus Bond ETF made up 0.03% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #351 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Vanguard Core Plus Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Keystone Financial Group (Kentucky)'s Vanguard Core Plus Bond ETF position peaked at $382K in Q4 2025.
  • 145 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.