OSAM
VPLS

O'Shaughnessy Asset Management’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

O'Shaughnessy Asset Management’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 		$2.79K Hold
36
– – ﹤0.01% 2542
2025
Q4 		$2.81K Buy
+36
New +$2.83K ﹤0.01% 2518

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

O'Shaughnessy Asset Management's VPLS Position: Q1 2026 in Review

O'Shaughnessy Asset Management held its Vanguard Core Plus Bond ETF (VPLS) position steady in Q1 2026 at 36 shares worth $2.79K. The position accounts for ﹤0.01% of the portfolio, ranked #2542.

O'Shaughnessy Asset Management first reported a position in VPLS in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.81K in Q4 2025. 145 funds tracked by Wall St. Rank hold VPLS as of Q1 2026.

  • O'Shaughnessy Asset Management held 36 shares of Vanguard Core Plus Bond ETF worth $2.79K as of Q1 2026.
  • O'Shaughnessy Asset Management left its Vanguard Core Plus Bond ETF share count unchanged in Q1 2026.
  • Vanguard Core Plus Bond ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #2542 holding.
  • O'Shaughnessy Asset Management first reported a position in Vanguard Core Plus Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • O'Shaughnessy Asset Management's Vanguard Core Plus Bond ETF position peaked at $2.81K in Q4 2025.
  • 145 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.