Lakewood Asset Management’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Lakewood Asset Management’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	$6.83M	Buy	88,090 +17,446	+25%	+$1.37M	4.37%	5
2025 Q4	$5.52M	Buy	70,644 +37,841	+115%	+$2.98M	3.24%	5
2025 Q3	$2.58M	Buy	32,803 +9,033	+38%	+$703K	1.56%	19
2025 Q2	$1.85M	Buy	23,770 +6,306	+36%	+$484K	1.24%	26
2025 Q1	$1.35M	Buy	17,464 +6,891	+65%	+$529K	0.91%	33
2024 Q4	$803K	Buy	10,573 +2,340	+28%	+$181K	0.55%	52
2024 Q3	$653K	Buy	8,233 +3,195	+63%	+$249K	0.45%	62
2024 Q2	$383K	Buy	+5,038	New	+$381K	0.27%	74

Other funds holding VPLS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return

Lakewood Asset Management's VPLS Position: Q1 2026 in Review

Lakewood Asset Management increased its Vanguard Core Plus Bond ETF (VPLS) stake by 25% in Q1 2026, buying an estimated $1.37M and bringing the position to 88,090 shares worth $6.83M. The position accounts for 4.37% of the portfolio, ranked #5.

Lakewood Asset Management first reported a position in VPLS in Q2 2024 and has held it in 8 quarters since. 145 funds tracked by Wall St. Rank hold VPLS as of Q1 2026.

Lakewood Asset Management held 88,090 shares of Vanguard Core Plus Bond ETF worth $6.83M as of Q1 2026.
Lakewood Asset Management bought 17,446 Vanguard Core Plus Bond ETF shares in Q1 2026, an estimated $1.37M.
Vanguard Core Plus Bond ETF made up 4.37% of Lakewood Asset Management's portfolio in Q1 2026, its #5 holding.
Lakewood Asset Management first reported a position in Vanguard Core Plus Bond ETF in Q2 2024 and has held it in 8 quarters since.
145 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q1 2026.

Based on Lakewood Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.