NF
VPLS

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

NavPoint 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
Q2 		$11.7M Buy
151,332
+19,099
+14% +$1.48M 4.35% 6
2026
Q1 		$10.3M Buy
132,233
+45,086
+52% +$3.53M 4.15% 7
2025
Q4 		$6.81M Buy
87,147
+61,016
+234% +$4.8M 2.91% 11
2025
Q3 		$2.05M Buy
+26,131
New +$2.03M 1.08% 22

Other funds holding VPLS

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
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

NavPoint Financial's VPLS Position: Q2 2026 in Review

NavPoint Financial increased its Vanguard Core Plus Bond ETF (VPLS) stake by 14% in Q2 2026, buying an estimated $1.48M and bringing the position to 151,332 shares worth $11.7M. The position accounts for 4.35% of the portfolio, ranked #6.

NavPoint Financial first reported a position in VPLS in Q3 2025 and has held it in 4 quarters since. 69 funds tracked by Wall St. Rank hold VPLS as of Q2 2026.

  • NavPoint Financial held 151,332 shares of Vanguard Core Plus Bond ETF worth $11.7M as of Q2 2026.
  • NavPoint Financial bought 19,099 Vanguard Core Plus Bond ETF shares in Q2 2026, an estimated $1.48M.
  • Vanguard Core Plus Bond ETF made up 4.35% of NavPoint Financial's portfolio in Q2 2026, its #6 holding.
  • NavPoint Financial first reported a position in Vanguard Core Plus Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 69 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2026.

Based on NavPoint Financial's 13F filing for Q2 2026, filed 23 Jul 2026.