VANGUARD CORE-PLUS BOND ETF VPLS
$77.21
+0.0% 52w: $73.42 – $78.14
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data73.4275.7878.14
Jun 20, 2025 Jul 2, 2026
Institutional holders
146
+17 QoQ
13F value
$690.4M
+49.9% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
puts only
— calls / $389K puts
Institutional value by quarter
Number of holders
Who owns VPLS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.6M | $126.1M | 0.0% | +36.9% |
| LPL Financial LLC | Bank broker | 643.8K | $50.0M | 0.0% | -2.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 367.6K | $28.5M | 0.0% | +506.7% |
| WNY Asset Management, LLC | Wealth advisor | 366.6K | $28.4M | 2.9% | — |
| Insight Wealth Strategies, LLC | Wealth advisor | 343.1K | $26.6M | 3.0% | New |
| Keystone Financial Group, Inc. | Wealth advisor | 272.9K | $21.2M | 11.0% | +50.4% |
| Summit Financial, LLC | Wealth advisor | 249.1K | $19.3M | 0.2% | +4.7% |
| First Commonwealth Financial Corp /PA/ | Wealth advisor | 220.3K | $17.1M | 2.7% | +21.8% |
| Diversified Portfolios, Inc. | Wealth advisor | 193.4K | $15.0M | 1.2% | +5.0% |
| Balance Wealth, LLC | Wealth advisor | 189.6K | $14.7M | 4.6% | +0.3% |
| Betterment LLC | Wealth advisor | 176.6K | $13.7M | 0.0% | New |
| Mariner, LLC | Diversified mechanical | 168.9K | $13.1M | 0.0% | +400.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 167.3K | $13.0M | 0.0% | +885.6% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 159.7K | $12.3M | 0.0% | +62.4% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | Wealth advisor | 150.2K | $11.7M | 0.5% | +20.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 149.5K | $11.6M | 0.0% | +16.7% |
| Pasadena Private Wealth, LLC | Wealth advisor | 133.9K | $10.4M | 1.4% | New |
| NavPoint Financial, Inc. | Wealth advisor | 132.2K | $10.3M | 4.1% | +51.7% |
| Landmark Wealth Management, LLC | Wealth advisor | 116.0K | $9.0M | 2.4% | +26.1% |
| R. W. Roge & Company, Inc. | Wealth advisor | 107.3K | $8.3M | 4.0% | +1691.2% |
| Roehl & Yi Investment Advisors, LLC | Wealth advisor | 104.5K | $8.1M | 3.0% | +20.3% |
| VICUS CAPITAL | Wealth advisor | 97.2K | $7.5M | 0.6% | +129.9% |
| FAGAN ASSOCIATES, INC. | Other | 93.6K | $7.3M | 1.0% | -1.0% |
| EVOLVE PRIVATE WEALTH, LLC | Other | 93.3K | $7.2M | 0.4% | New |
| ROYAL BANK OF CANADA | Bank broker | 90.6K | $7.0M | 0.0% | -55.8% |
| PANORAMIC INVESTMENT ADVISORS, LLC | Wealth advisor | 88.5K | $6.9M | 3.7% | +3.2% |
| Lakewood Asset Management LLC | Other | 88.1K | $6.8M | 4.4% | +24.7% |
| HOWARD FINANCIAL SERVICES, LTD. | Wealth advisor | 86.4K | $6.7M | 0.8% | +132.3% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 86.1K | $6.7M | 0.2% | +5.1% |
| Harbor Group, Inc. | Wealth advisor | 84.3K | $6.5M | 0.9% | +56.5% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 83.4K | $6.5M | 0.0% | +8.5% |
| Ausdal Financial Partners, Inc. | Wealth advisor | 82.7K | $6.4M | 0.3% | +175.4% |
| North Star Investment Management Corp. | Diversified mechanical | 82.4K | $6.4M | 0.4% | +32.7% |
| MorganRosel Wealth Management, LLC | Wealth advisor | 82.2K | $6.4M | 2.5% | -34.3% |
| Integrity Wealth Solutions LLC | Wealth advisor | 81.7K | $6.3M | 2.5% | +10.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 76.9K | $6.0M | 0.0% | +31.7% |
| CITADEL ADVISORS LLC | Multistrat pod | 74.7K | $5.8M | 0.0% | New |
| Janney Montgomery Scott LLC | Diversified mechanical | 65.8K | $5.1M | 0.0% | New |
| SILVER OAK SECURITIES, INCORPORATED | Wealth advisor | 62.6K | $4.9M | 0.4% | +13.7% |
| Farther Finance Advisors, LLC | Wealth advisor | 57.0K | $4.4M | 0.0% | +490.7% |
| CFO4Life Group, LLC | Wealth advisor | 55.1K | $4.3M | 0.7% | +3.6% |
| Beaird Harris Wealth Management, LLC | Wealth advisor | 54.1K | $4.2M | 0.3% | New |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | Wealth advisor | 51.6K | $4.0M | 0.6% | +10.8% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 49.2K | $3.8M | 0.0% | +30.5% |
| Investment Advisory Group, LLC | Wealth advisor | 47.2K | $3.7M | 0.9% | +19.4% |
| Grant Street Asset Management, Inc. | Wealth advisor | 46.6K | $3.6M | 0.7% | -0.3% |
| Red Mountain Financial, LLC | Wealth advisor | 46.5K | $3.6M | 3.4% | +117.4% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 37.9K | $2.9M | 0.0% | New |
| OMNI 360 Wealth, Inc. | Wealth advisor | 37.9K | $2.9M | 1.5% | +33.9% |
| Cerity Partners LLC | Diversified mechanical | 36.4K | $2.8M | 0.0% | +28.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.