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 Q2	$369K	Sell	4,753 -60	-1%	-$4.65K	0.02%	385
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

FCFC

First Commonwealth Financial Corp Indiana, Pennsylvania $715M AUM 24.33% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Keystone Financial Group (Kentucky) reduced its Vanguard Core Plus Bond ETF (VPLS) stake by 1.2% in Q2 2026, selling an estimated $4.65K and leaving 4,753 shares worth $369K. The position accounts for 0.02% of the portfolio, ranked #385.

Keystone Financial Group (Kentucky) first reported a position in VPLS in Q1 2025 and has held it in 6 quarters since. The position peaked at $382K in Q4 2025. 172 funds tracked by Wall St. Rank hold VPLS as of Q2 2026.

Keystone Financial Group (Kentucky) held 4,753 shares of Vanguard Core Plus Bond ETF worth $369K as of Q2 2026.
Keystone Financial Group (Kentucky) sold 60 Vanguard Core Plus Bond ETF shares in Q2 2026, an estimated $4.65K.
Vanguard Core Plus Bond ETF made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #385 holding.
Keystone Financial Group (Kentucky) first reported a position in Vanguard Core Plus Bond ETF in Q1 2025 and has held it in 6 quarters since.
Keystone Financial Group (Kentucky)'s Vanguard Core Plus Bond ETF position peaked at $382K in Q4 2025.
172 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.