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 Q3	$8.36K	Buy	113 +1	+0.9%	+$76	﹤0.01%	174
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	$7.94K	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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Acumen Wealth Advisors Chattanooga, Tennessee $546M AUM 26.68% 1-Year Est. Return

Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Balance Wealth Delaware, Ohio $417M AUM 14.07% 1-Year Est. Return

MB, Levis & Associates's VPLS Position: Q3 2026 in Review

MB, Levis & Associates increased its Vanguard Core Plus Bond ETF (VPLS) stake by 0.89% in Q3 2026, buying an estimated $76 and bringing the position to 113 shares worth $8.36K. The position accounts for ﹤0.01% of the portfolio, ranked #174.

MB, Levis & Associates first reported a position in VPLS in Q1 2024 and has held it in 11 quarters since. The position peaked at $8.67K in Q2 2026. 114 funds tracked by Wall St. Rank hold VPLS as of Q3 2026.

MB, Levis & Associates held 113 shares of Vanguard Core Plus Bond ETF worth $8.36K as of Q3 2026.
MB, Levis & Associates bought 1 Vanguard Core Plus Bond ETF share in Q3 2026, an estimated $76.
Vanguard Core Plus Bond ETF made up ﹤0.01% of MB, Levis & Associates's portfolio in Q3 2026, its #174 holding.
MB, Levis & Associates first reported a position in Vanguard Core Plus Bond ETF in Q1 2024 and has held it in 11 quarters since.
MB, Levis & Associates's Vanguard Core Plus Bond ETF position peaked at $8.67K in Q2 2026.
114 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.