KWS
VPLS icon

Keystone Wealth Services’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Keystone Wealth 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
Q1 		– Sell
-3,428
Closed -$268K – 326
2025
Q4 		$268K Buy
+3,428
New +$270K 0.06% 207

Other funds holding VPLS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $1.12B AUM
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return
SF
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
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

Keystone Wealth Services's VPLS Position: Q1 2026 in Review

Keystone Wealth Services sold out of Vanguard Core Plus Bond ETF (VPLS) in Q1 2026, closing a stake of 3,428 shares — an estimated $268K sold.

Keystone Wealth Services first reported a position in VPLS in Q4 2025 and held it in 1 quarter. The position peaked at $268K in Q4 2025. 148 funds tracked by Wall St. Rank hold VPLS as of Q1 2026.

  • Keystone Wealth Services reported no remaining Vanguard Core Plus Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Keystone Wealth Services sold 3,428 Vanguard Core Plus Bond ETF shares in Q1 2026, an estimated $268K.
  • Keystone Wealth Services first reported a position in Vanguard Core Plus Bond ETF in Q4 2025 and held it in 1 quarter.
  • Keystone Wealth Services's Vanguard Core Plus Bond ETF position peaked at $268K in Q4 2025.
  • 148 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.