MWA
VPLS

Medallion Wealth Advisors’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Medallion Wealth Advisors’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 		$18.3K Sell
236
-51
-18% -$3.99K 0.01% 665
2025
Q4 		$22.4K Buy
287
+7
+3% +$550 0.01% 621
2025
Q3 		$22K Hold
280
– – 0.01% 619
2025
Q2 		$21.7K Buy
+280
New +$21.5K 0.01% 606

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 $192M AUM 10.51% 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

Medallion Wealth Advisors's VPLS Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Vanguard Core Plus Bond ETF (VPLS) stake by 18% in Q1 2026, selling an estimated $3.99K and leaving 236 shares worth $18.3K. The position accounts for 0.01% of the portfolio, ranked #665.

Medallion Wealth Advisors first reported a position in VPLS in Q2 2025 and has held it in 4 quarters since. The position peaked at $22.4K in Q4 2025. 145 funds tracked by Wall St. Rank hold VPLS as of Q1 2026.

  • Medallion Wealth Advisors held 236 shares of Vanguard Core Plus Bond ETF worth $18.3K as of Q1 2026.
  • Medallion Wealth Advisors sold 51 Vanguard Core Plus Bond ETF shares in Q1 2026, an estimated $3.99K.
  • Vanguard Core Plus Bond ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #665 holding.
  • Medallion Wealth Advisors first reported a position in Vanguard Core Plus Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Medallion Wealth Advisors's Vanguard Core Plus Bond ETF position peaked at $22.4K in Q4 2025.
  • 145 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.