Pension & Wealth Management Advisors’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Pension & Wealth Management 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 Q2	$13.9K	Buy	179 +2	+1%	+$155	﹤0.01%	421
2026 Q1	$13.8K	Buy	177 +1	+0.6%	+$78	﹤0.01%	385
2025 Q4	$13.8K	Buy	176 +3	+2%	+$236	﹤0.01%	391
2025 Q3	$13.6K	Buy	173 +14	+9%	+$1.09K	﹤0.01%	384
2025 Q2	$12.4K	Buy	159 +2	+1%	+$153	﹤0.01%	347
2025 Q1	$12.2K	Buy	157 +1	+0.6%	+$77	﹤0.01%	354
2024 Q4	$11.9K	Buy	+156	New	+$12.1K	﹤0.01%	358

Other funds holding VPLS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

FCFC

First Commonwealth Financial Corp Indiana, Pennsylvania $715M AUM 24.33% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KFGG

Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return

Pension & Wealth Management Advisors's VPLS Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its Vanguard Core Plus Bond ETF (VPLS) stake by 1.1% in Q2 2026, buying an estimated $155 and bringing the position to 179 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Pension & Wealth Management Advisors first reported a position in VPLS in Q4 2024 and has held it in 7 quarters since. 160 funds tracked by Wall St. Rank hold VPLS as of Q2 2026.

Pension & Wealth Management Advisors held 179 shares of Vanguard Core Plus Bond ETF worth $13.9K as of Q2 2026.
Pension & Wealth Management Advisors bought 2 Vanguard Core Plus Bond ETF shares in Q2 2026, an estimated $155.
Vanguard Core Plus Bond ETF made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #421 holding.
Pension & Wealth Management Advisors first reported a position in Vanguard Core Plus Bond ETF in Q4 2024 and has held it in 7 quarters since.
160 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.