SF
VPLS

Summit Financial’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Summit Financial’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 		$19.3M Buy
249,107
+11,161
+5% +$873K 0.25% 77
2025
Q4 		$18.6M Buy
237,946
+13,882
+6% +$1.09M 0.27% 70
2025
Q3 		$17.6M Buy
+224,064
New +$17.4M 0.27% 69

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
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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Summit Financial's VPLS Position: Q1 2026 in Review

Summit Financial increased its Vanguard Core Plus Bond ETF (VPLS) stake by 4.7% in Q1 2026, buying an estimated $873K and bringing the position to 249,107 shares worth $19.3M. The position accounts for 0.25% of the portfolio, ranked #77.

Summit Financial first reported a position in VPLS in Q3 2025 and has held it in 3 quarters since. 145 funds tracked by Wall St. Rank hold VPLS as of Q1 2026.

  • Summit Financial held 249,107 shares of Vanguard Core Plus Bond ETF worth $19.3M as of Q1 2026.
  • Summit Financial bought 11,161 Vanguard Core Plus Bond ETF shares in Q1 2026, an estimated $873K.
  • Vanguard Core Plus Bond ETF made up 0.25% of Summit Financial's portfolio in Q1 2026, its #77 holding.
  • Summit Financial first reported a position in Vanguard Core Plus Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 145 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.