SC
VPLS

Steph & Co’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Steph & Co’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 		$380K Buy
4,901
+12
+0.2% +$930 0.1% 75
2026
Q1 		$379K Sell
4,889
-186
-4% -$14.6K 0.11% 71
2025
Q4 		$396K Buy
5,075
+244
+5% +$19.2K 0.11% 66
2025
Q3 		$380K Hold
4,831
– – 0.12% 72
2025
Q2 		$376K Buy
4,831
+244
+5% +$18.7K 0.12% 71
2025
Q1 		$356K Sell
4,587
-753
-14% -$57.8K 0.13% 72
2024
Q4 		$406K Sell
5,340
-550
-9% -$42.5K 0.14% 65
2024
Q3 		$467K Buy
5,890
+4,430
+303% +$346K 0.15% 62
2024
Q2 		$111K Buy
1,460
+525
+56% +$39.7K 0.04% 149
2024
Q1 		$71.7K Buy
+935
New +$71.5K 0.02% 165

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
NF
NavPoint Financial Prior Lake, Minnesota $270M AUM 14.97% 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

Steph & Co's VPLS Position: Q2 2026 in Review

Steph & Co increased its Vanguard Core Plus Bond ETF (VPLS) stake by 0.25% in Q2 2026, buying an estimated $930 and bringing the position to 4,901 shares worth $380K. The position accounts for 0.1% of the portfolio, ranked #75.

Steph & Co first reported a position in VPLS in Q1 2024 and has held it in 10 quarters since. The position peaked at $467K in Q3 2024. 69 funds tracked by Wall St. Rank hold VPLS as of Q2 2026.

  • Steph & Co held 4,901 shares of Vanguard Core Plus Bond ETF worth $380K as of Q2 2026.
  • Steph & Co bought 12 Vanguard Core Plus Bond ETF shares in Q2 2026, an estimated $930.
  • Vanguard Core Plus Bond ETF made up 0.1% of Steph & Co's portfolio in Q2 2026, its #75 holding.
  • Steph & Co first reported a position in Vanguard Core Plus Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Steph & Co's Vanguard Core Plus Bond ETF position peaked at $467K in Q3 2024.
  • 69 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.