Wealthspire Advisors (New York)’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Wealthspire Advisors (New York)’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	$768K	Buy	+9,898	New	+$775K	0.01%	460

Other funds holding VPLS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Balance Wealth Delaware, Ohio $322M AUM 14.31% 1-Year Est. Return

Wealthspire Advisors (New York)'s VPLS Position: Q1 2026 in Review

Wealthspire Advisors (New York) opened a new position in Vanguard Core Plus Bond ETF (VPLS) in Q1 2026: 9,898 shares worth $768K. The stake represents 0.01% of the portfolio and ranks #460 among its holdings.

145 funds tracked by Wall St. Rank hold VPLS as of Q1 2026.

Wealthspire Advisors (New York) held 9,898 shares of Vanguard Core Plus Bond ETF worth $768K as of Q1 2026.
Vanguard Core Plus Bond ETF was a new Wealthspire Advisors (New York) position in Q1 2026.
Vanguard Core Plus Bond ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #460 holding.
145 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.