VHAM
VPLS

Van Hulzen Asset Management’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Van Hulzen Asset 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
2025
Q1 		– Sell
-603
Closed -$45.8K – 1096
2024
Q4 		$45.8K Buy
+603
New +$46.6K ﹤0.01% 525

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return
MWM
MorganRosel Wealth Management Highlands Ranch, Colorado $254M AUM 18.87% 1-Year Est. Return
PIA
Panoramic Investment Advisors Denver, Colorado $185M AUM 18.14% 1-Year Est. Return
FA
Fagan Associates Troy, New York $719M AUM 26.65% 1-Year Est. Return
LWMNY
Landmark Wealth Management (New York) Melville, New York $373M AUM 12.01% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Van Hulzen Asset Management's VPLS Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Vanguard Core Plus Bond ETF (VPLS) in Q1 2025, closing a stake of 603 shares — an estimated $45.8K sold.

Van Hulzen Asset Management first reported a position in VPLS in Q4 2024 and held it in 1 quarter. The position peaked at $45.8K in Q4 2024. 73 funds tracked by Wall St. Rank hold VPLS as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Vanguard Core Plus Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 603 Vanguard Core Plus Bond ETF shares in Q1 2025, an estimated $45.8K.
  • Van Hulzen Asset Management first reported a position in Vanguard Core Plus Bond ETF in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's Vanguard Core Plus Bond ETF position peaked at $45.8K in Q4 2024.
  • 73 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.