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
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 $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
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
SF
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
BW
Balance Wealth Delaware, Ohio $322M AUM 14.31% 1-Year Est. Return

MB, Levis & Associates's VPLS Position: Q1 2026 in Review

MB, Levis & Associates held its Vanguard Core Plus Bond ETF (VPLS) position steady in Q1 2026 at 110 shares worth $8.57K. The position accounts for ﹤0.01% of the portfolio, ranked #170.

MB, Levis & Associates first reported a position in VPLS in Q1 2024 and has held it in 9 quarters since. 145 funds tracked by Wall St. Rank hold VPLS as of Q1 2026.

  • MB, Levis & Associates held 110 shares of Vanguard Core Plus Bond ETF worth $8.57K as of Q1 2026.
  • MB, Levis & Associates left its Vanguard Core Plus Bond ETF share count unchanged in Q1 2026.
  • Vanguard Core Plus Bond ETF made up ﹤0.01% of MB, Levis & Associates's portfolio in Q1 2026, its #170 holding.
  • MB, Levis & Associates first reported a position in Vanguard Core Plus Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • 145 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q1 2026.

Based on MB, Levis & Associates's 13F filing for Q1 2026, filed 8 Apr 2026.