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 Q2	$408K	Buy	5,265 +965	+22%	+$74.8K	﹤0.01%	1816
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 $1.01B AUM 28.81% 1-Year Est. Return

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

Steward Partners Investment Advisory's VPLS Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Vanguard Core Plus Bond ETF (VPLS) stake by 22% in Q2 2026, buying an estimated $74.8K and bringing the position to 5,265 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #1816.

Steward Partners Investment Advisory first reported a position in VPLS in Q1 2025 and has held it in 6 quarters since. 172 funds tracked by Wall St. Rank hold VPLS as of Q2 2026.

Steward Partners Investment Advisory held 5,265 shares of Vanguard Core Plus Bond ETF worth $408K as of Q2 2026.
Steward Partners Investment Advisory bought 965 Vanguard Core Plus Bond ETF shares in Q2 2026, an estimated $74.8K.
Vanguard Core Plus Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1816 holding.
Steward Partners Investment Advisory first reported a position in Vanguard Core Plus Bond ETF in Q1 2025 and has held it in 6 quarters since.
172 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.