WAM
VPLS

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

WNY 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
2026
Q1 		$28.4M Buy
+366,563
New +$28.7M 2.94% 8
2025
Q3 		$37M Buy
+470,969
New +$36.7M 3.57% 7

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
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 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 $376M AUM 19.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

WNY Asset Management's VPLS Position: Q1 2026 in Review

WNY Asset Management opened a new position in Vanguard Core Plus Bond ETF (VPLS) in Q1 2026: 366,563 shares worth $28.4M. The stake represents 2.94% of the portfolio and ranks #8 among its holdings. This is a return to the name: WNY Asset Management previously reported a position in VPLS as recently as Q3 2025.

WNY Asset Management first reported a position in VPLS in Q3 2025 and has held it in 2 quarters since. The position peaked at $37M in Q3 2025. 145 funds tracked by Wall St. Rank hold VPLS as of Q1 2026.

  • WNY Asset Management held 366,563 shares of Vanguard Core Plus Bond ETF worth $28.4M as of Q1 2026.
  • Vanguard Core Plus Bond ETF was a new WNY Asset Management position in Q1 2026.
  • Vanguard Core Plus Bond ETF made up 2.94% of WNY Asset Management's portfolio in Q1 2026, its #8 holding.
  • WNY Asset Management first reported a position in Vanguard Core Plus Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • WNY Asset Management's Vanguard Core Plus Bond ETF position peaked at $37M in Q3 2025.
  • 145 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q1 2026.

Based on WNY Asset Management's 13F filing for Q1 2026, filed 22 May 2026.