LPL Financial’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

LPL Financial’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	$50M	Sell	643,847 -14,652	-2%	-$1.15M	0.01%	916
2025 Q4	$51.4M	Buy	658,499 +216,196	+49%	+$17M	0.01%	860
2025 Q3	$34.8M	Buy	442,303 +97,626	+28%	+$7.6M	0.01%	1024
2025 Q2	$26.8M	Buy	344,677 +86,508	+34%	+$6.64M	0.01%	1069
2025 Q1	$20M	Buy	258,169 +238,540	+1,215%	+$18.3M	0.01%	1151
2024 Q4	$1.49M	Buy	19,629 +7,434	+61%	+$575K	﹤0.01%	3153
2024 Q3	$967K	Buy	+12,195	New	+$952K	﹤0.01%	3440

Other funds holding VPLS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial's VPLS Position: Q1 2026 in Review

LPL Financial reduced its Vanguard Core Plus Bond ETF (VPLS) stake by 2.2% in Q1 2026, selling an estimated $1.15M and leaving 643,847 shares worth $50M. The position accounts for 0.01% of the portfolio, ranked #916.

LPL Financial first reported a position in VPLS in Q3 2024 and has held it in 7 quarters since. The position peaked at $51.4M in Q4 2025. 145 funds tracked by Wall St. Rank hold VPLS as of Q1 2026.

LPL Financial held 643,847 shares of Vanguard Core Plus Bond ETF worth $50M as of Q1 2026.
LPL Financial sold 14,652 Vanguard Core Plus Bond ETF shares in Q1 2026, an estimated $1.15M.
Vanguard Core Plus Bond ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #916 holding.
LPL Financial first reported a position in Vanguard Core Plus Bond ETF in Q3 2024 and has held it in 7 quarters since.
LPL Financial's Vanguard Core Plus Bond ETF position peaked at $51.4M in Q4 2025.
145 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.