SPIA
VPLS

Steward Partners Investment Advisory’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Steward Partners Investment Advisory’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 		$334K Buy
4,300
+8
+0.2% +$626 ﹤0.01% 1749
2025
Q4 		$335K Hold
4,292
– – ﹤0.01% 1650
2025
Q3 		$337K Hold
4,292
– – ﹤0.01% 1593
2025
Q2 		$334K Buy
4,292
+2,986
+229% +$229K ﹤0.01% 1505
2025
Q1 		$101K Buy
+1,306
New +$100K ﹤0.01% 2009

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

Steward Partners Investment Advisory's VPLS Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Vanguard Core Plus Bond ETF (VPLS) stake by 0.19% in Q1 2026, buying an estimated $626 and bringing the position to 4,300 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #1749.

Steward Partners Investment Advisory first reported a position in VPLS in Q1 2025 and has held it in 5 quarters since. The position peaked at $337K in Q3 2025. 145 funds tracked by Wall St. Rank hold VPLS as of Q1 2026.

  • Steward Partners Investment Advisory held 4,300 shares of Vanguard Core Plus Bond ETF worth $334K as of Q1 2026.
  • Steward Partners Investment Advisory bought 8 Vanguard Core Plus Bond ETF shares in Q1 2026, an estimated $626.
  • Vanguard Core Plus Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1749 holding.
  • Steward Partners Investment Advisory first reported a position in Vanguard Core Plus Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Steward Partners Investment Advisory's Vanguard Core Plus Bond ETF position peaked at $337K in Q3 2025.
  • 145 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.