SWM
VPLS

SHP Wealth Management’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

SHP Wealth 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 		– Sell
-26
Closed -$2.03K – 1914
2025
Q4 		$2.03K Buy
+26
New +$2.04K ﹤0.01% 1128

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 $445B AUM 25.58% 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 $191M AUM 13.82% 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 $1.38B AUM 14.49% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return

SHP Wealth Management's VPLS Position: Q1 2026 in Review

SHP Wealth Management sold out of Vanguard Core Plus Bond ETF (VPLS) in Q1 2026, closing a stake of 26 shares — an estimated $2.03K sold.

SHP Wealth Management first reported a position in VPLS in Q4 2025 and held it in 1 quarter. The position peaked at $2.03K in Q4 2025. 146 funds tracked by Wall St. Rank hold VPLS as of Q1 2026.

  • SHP Wealth Management reported no remaining Vanguard Core Plus Bond ETF position as of Q1 2026 after selling out during the quarter.
  • SHP Wealth Management sold 26 Vanguard Core Plus Bond ETF shares in Q1 2026, an estimated $2.03K.
  • SHP Wealth Management first reported a position in Vanguard Core Plus Bond ETF in Q4 2025 and held it in 1 quarter.
  • SHP Wealth Management's Vanguard Core Plus Bond ETF position peaked at $2.03K in Q4 2025.
  • 146 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.