MLA
VPLS

MB, Levis & Associates’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

MB, Levis & Associates’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 		$8.67K Buy
112
+2
+2% +$155 ﹤0.01% 178
2026
Q1 		$8.57K Hold
110
– – ﹤0.01% 170
2025
Q4 		$8.57K Buy
110
+2
+2% +$157 ﹤0.01% 168
2025
Q3 		$8.48K Buy
108
+1
+0.9% +$78 ﹤0.01% 167
2025
Q2 		$8.29K Buy
107
+2
+2% +$153 ﹤0.01% 200
2025
Q1 		$8.17K Hold
105
– – ﹤0.01% 195
2024
Q4 		$7.95K Buy
105
+2
+2% +$155 ﹤0.01% 199
2024
Q3 		$8.17K Buy
103
+1
+1% +$78 ﹤0.01% 202
2024
Q2 		$7.75K Buy
102
+1
+1% +$76 ﹤0.01% 200
2024
Q1 		$7.72K Buy
+101
New +$7.72K ﹤0.01% 200

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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Royal Bank of Canada
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MB, Levis & Associates's VPLS Position: Q2 2026 in Review

MB, Levis & Associates increased its Vanguard Core Plus Bond ETF (VPLS) stake by 1.8% in Q2 2026, buying an estimated $155 and bringing the position to 112 shares worth $8.67K. The position accounts for ﹤0.01% of the portfolio, ranked #178.

MB, Levis & Associates first reported a position in VPLS in Q1 2024 and has held it in 10 quarters since. 172 funds tracked by Wall St. Rank hold VPLS as of Q2 2026.

  • MB, Levis & Associates held 112 shares of Vanguard Core Plus Bond ETF worth $8.67K as of Q2 2026.
  • MB, Levis & Associates bought 2 Vanguard Core Plus Bond ETF shares in Q2 2026, an estimated $155.
  • Vanguard Core Plus Bond ETF made up ﹤0.01% of MB, Levis & Associates's portfolio in Q2 2026, its #178 holding.
  • MB, Levis & Associates first reported a position in Vanguard Core Plus Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 172 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.