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 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 $1.37T 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 $192M AUM 10.51% 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 $322M AUM 14.31% 1-Year Est. Return

Leavell Investment Management's VPLS Position: Q1 2026 in Review

Leavell Investment Management increased its Vanguard Core Plus Bond ETF (VPLS) stake by 21% in Q1 2026, buying an estimated $2.01M and bringing the position to 150,222 shares worth $11.7M. The position accounts for 0.48% of the portfolio, ranked #46.

Leavell Investment Management first reported a position in VPLS in Q3 2024 and has held it in 7 quarters since. 145 funds tracked by Wall St. Rank hold VPLS as of Q1 2026.

Leavell Investment Management held 150,222 shares of Vanguard Core Plus Bond ETF worth $11.7M as of Q1 2026.
Leavell Investment Management bought 25,701 Vanguard Core Plus Bond ETF shares in Q1 2026, an estimated $2.01M.
Vanguard Core Plus Bond ETF made up 0.48% of Leavell Investment Management's portfolio in Q1 2026, its #46 holding.
Leavell Investment Management first reported a position in Vanguard Core Plus Bond ETF in Q3 2024 and has held it in 7 quarters since.
145 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q1 2026.

Based on Leavell Investment Management's 13F filing for Q1 2026, filed 12 May 2026.