Leavell Investment Management’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Leavell Investment 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 Q2	$12.8M	Buy	165,370 +15,148	+10%	+$1.17M	0.47%	47
2026 Q1	$11.7M	Buy	150,222 +25,701	+21%	+$2.01M	0.48%	46
2025 Q4	$9.73M	Buy	124,521 +38,035	+44%	+$2.99M	0.4%	55
2025 Q3	$6.8M	Buy	86,486 +25,966	+43%	+$2.02M	0.29%	84
2025 Q2	$4.71M	Buy	60,520 +15,308	+34%	+$1.17M	0.21%	115
2025 Q1	$3.51M	Buy	45,212 +22,659	+100%	+$1.74M	0.17%	133
2024 Q4	$1.71M	Buy	22,553 +10,062	+81%	+$778K	0.08%	214
2024 Q3	$991K	Buy	+12,491	New	+$975K	0.05%	293

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 $1.02B AUM 38% 1-Year Est. Return

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

Leavell Investment Management's VPLS Position: Q2 2026 in Review

Leavell Investment Management increased its Vanguard Core Plus Bond ETF (VPLS) stake by 10% in Q2 2026, buying an estimated $1.17M and bringing the position to 165,370 shares worth $12.8M. The position accounts for 0.47% of the portfolio, ranked #47.

Leavell Investment Management first reported a position in VPLS in Q3 2024 and has held it in 8 quarters since. 170 funds tracked by Wall St. Rank hold VPLS as of Q2 2026.

Leavell Investment Management held 165,370 shares of Vanguard Core Plus Bond ETF worth $12.8M as of Q2 2026.
Leavell Investment Management bought 15,148 Vanguard Core Plus Bond ETF shares in Q2 2026, an estimated $1.17M.
Vanguard Core Plus Bond ETF made up 0.47% of Leavell Investment Management's portfolio in Q2 2026, its #47 holding.
Leavell Investment Management first reported a position in Vanguard Core Plus Bond ETF in Q3 2024 and has held it in 8 quarters since.
170 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.