VPLS · VANGUARD CORE-PLUS BOND ETF · Holdings ETF

$74.48 +0.00 (+0.00%)

Volume · Oct 21 98.64K Avg daily vol (3M) 323.04K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.

Quarter:

Holders: 37

Total Value: $153,672,127

Total Shares: 2,076,369

Institutional Ownership Trend

12 quarters

Holder Concentration

Across 37 13F filers · Δ vs Jun 30, 2026

Top Holder

15.3%

−1.2 pts

Top 5

59.6%

+23.8 pts

Top 10

83.4%

+33.7 pts

HHI

896

Broadly held+441

Who Holds VPLS

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 172 filers, like-for-like change +36.4%; actively managed books +36.4%; index-like books +0.2%.

Holder type	Share	Filers	Change	New	Exited
Registered adviser	42.7%	119	+26.0%	24	6
Adviser	1.3%	2	+2.6%	0	0
Bank	23.7%	7	+48.3%	1	0
Broker-dealer	5.8%	1	+9.5%	0	0
Holding company	3.5%	2	+14.9%	0	0
Unknown	23.0%	41	+66.3%	8	3

Style	Share	Filers	Change	New	Exited
Index-like	0.0%	1	+0.2%	0	0
Systematic-like	0.2%	1	-65.1%	0	0
Concentrated	32.5%	64	+30.3%	12	2
Diversified active	67.3%	106	+40.9%	21	7
Not measured	0.0%	0	—	0	0
Unknown	0.0%	0	—	0	0

Turnover	Share	Filers	Change	New	Exited
Low turnover	87.8%	132	+42.3%	22	7
Medium turnover	8.1%	23	+20.2%	8	2
High turnover	1.0%	3	+57.0%	2	0
Unknown	3.1%	14	-27.2%	1	0
Not measured	0.0%	0	—	0	0

Holding horizon	Share	Filers	Change	New	Exited
Short horizon	2.0%	13	+68.7%	3	0
Medium horizon	15.6%	37	+24.5%	6	1
Long horizon	80.0%	121	+41.0%	24	7
Unknown	2.5%	1	-14.9%	0	1
Not measured	0.0%	0	—	0	0

13F book size	Share	Filers	Change	New	Exited
Under $1B	26.7%	84	+22.3%	13	2
$1B to $10B	23.3%	49	+34.7%	14	3
$10B to $100B	18.2%	27	+62.2%	6	3
$100B or more	31.8%	12	+38.5%	0	1
Not measured	0.0%	0	—	0	0

Client base	Share	Filers	Change	New	Exited
Individuals and high net worth	40.1%	109	+24.4%	21	4
Pooled investment vehicles	0.2%	1	-65.1%	0	0
Registered funds and BDCs	1.3%	1	new	1	0
Pension and profit sharing plans	0.0%	1	-99.7%	0	1
Other investment advisers	0.3%	3	+4.8%	1	1
Diversified	0.8%	4	+44.1%	1	0
Corporations	0.0%	0	—	0	0
Other	0.0%	0	—	0	0
Unknown	57.3%	53	+45.4%	9	3

Private funds	Share	Filers	Change	New	Exited
Hedge funds	0.3%	2	-59.7%	0	0
Private equity funds	2.2%	4	+50.4%	2	0
Venture capital funds	0.1%	1	new	1	0
Real estate funds	1.6%	4	+38.0%	2	0
Other private funds	2.3%	7	+21.9%	0	0
Mixed private funds	0.0%	1	0.0%	0	0
No private funds	36.3%	100	+26.1%	19	6
Private funds, type not stated	0.0%	0	—	0	0
Unknown	57.3%	53	+45.4%	9	3

Location	Share	Filers	Change	New	Exited
United States	95.1%	167	+31.0%	32	9
Outside the US	4.9%	5	+550.5%	1	0

The Sep 30, 2026 filing window is still open, so its bar shows only the filers that have filed so far.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 1 holder with no observed 2026-03-31 13F and 1 holder with no observed 2026-06-30 13F.

Conviction and Crowding

172 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders

18.6% of filers hold it in their top 10

Mar 31, 2026: 29

Holders above 5%

median weight 0.056%

Mar 31, 2026: 3

Crowding

—

shares outstanding is an issuer-wide count, not one listing's

Private-fund advisers

—

of shares outstanding

Institutional ownership

—

shares outstanding is an issuer-wide count, not one listing's

Top 10 holders

49.8%

of 13F shares, Herfindahl 0.046

Active holders

+36.4%

like-for-like share change of active filers

5% stakes on record

0 13D, 0 13G

How long holders have held it value-weighted 5.4 quarters

Under 1 year 26.2% 1 to 3 years 73.8% 3 years or more 0.000% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost

$77.75

estimated per share

Mar 31, 2026: $77.88

Quarter-end price

$77.58

implied by 13F values

Estimated gain or loss

-0.2%

price against the estimated cost

Estimated at a loss

71.0%

of costed 13F value

Estimated cost covers 92.8% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Quarterly Activity

vs Jun 30, 2026

New

Increased

Decreased

Sold Out

Unchanged

New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.

Holder count: -136

Institutional value: -83.6%

Shares held: -82.9%

Top Buyers

vs Jun 30, 2026

Institution	Added	Now Holds
Small Harbor Group, Inc.	+110,180	213,839
Small HOWARD FINANCIAL SERVICES, LTD.	+109,096	234,148
Large Farther Finance Advisors, LLC	+91,313	162,834
Small Keystone Financial Group, Inc.	+23,943	316,931
Mid Retirement Planning Group, LLC	+18,613	46,277

Top Sellers

vs Jun 30, 2026

Institution	Sold	Now Holds
Small FAGAN ASSOCIATES, INC.	−4,190	89,026
Small Breakwater Capital Group	−1,175	5,919
Small XY Planning Network, Inc.	−999	16,697
Mid Integrated Advisors Network LLC	−831	16,942
Mid Dynamic Advisor Solutions LLC	−236	88,594

Top New Positions

vs Jun 30, 2026

Institution	Acquired	Value (USD)
Small Physician Wealth Advisors, Inc.	136,507	$10,102,883
Small Westwind Capital	12,546	$928,529
Small Longview Financial Advisors, Inc.	5,810	$429,998
Mid Atria Investments, Inc	4,414	$326,680
Large Concurrent Investment Advisors, LLC	2,848	$210,780

Top Sold-Out Positions

vs Jun 30, 2026

Institution	Previously Held	Last Value (USD)
Small IAMS WEALTH MANAGEMENT, LLC	33,652	$2,610,587
Small Heck Capital Advisors, LLC	22,623	$1,755,001
Small Financial Synergies Wealth Advisors, Inc.	2,870	$222,643
Large TD Waterhouse Canada Inc.	752	$58,337
Small Signature Resources Capital Management, LLC	611	$47,398

Filter: New 5 Increased 19 Reduced 8 Sold out 5 Unchanged 5

Holder type: Registered adviser 27 Unknown 10

Showing 37 of 37

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Keystone Financial Group, Inc. VPLS

$23,456,063

15.26%

316,931

Insight Wealth Strategies, LLC VPLS

$22,886,630

14.89%

309,237

HOWARD FINANCIAL SERVICES, LTD. VPLS

$17,329,293

11.28%

234,148

Harbor Group, Inc. VPLS

$15,826,224

10.30%

213,839

Farther Finance Advisors, LLC VPLS

$12,051,344

7.84%

162,834

Physician Wealth Advisors, Inc. VPLS

$10,102,883

6.57%

136,507

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC VPLS

$9,619,745

6.26%

129,979

FAGAN ASSOCIATES, INC. VPLS

$6,588,814

4.29%

89,026

Dynamic Advisor Solutions LLC VPLS

$6,556,841

4.27%

88,594

OMNI 360 Wealth, Inc. VPLS

$3,767,997

2.45%

50,912

Kaizen Financial Strategies VPLS

$3,622,937

2.36%

48,952

Retirement Planning Group, LLC VPLS

$3,424,960

2.23%

46,277

IFP Advisors, Inc VPLS

$2,638,308

1.72%

35,648

Triumph Capital Management VPLS

$2,177,670

1.42%

29,424

Stonehearth Capital Management, LLC VPLS

$2,088,266

1.36%

28,216

Centurion Wealth Management LLC VPLS

$1,404,709

0.91%

18,980

STEPH & CO VPLS

$1,257,355

0.82%

16,989

Integrated Advisors Network LLC VPLS

$1,253,877

0.82%

16,942

XY Planning Network, Inc. VPLS

$1,235,744

0.80%

16,697

Westwind Capital VPLS

$928,529

0.60%

12,546

LifeGoal Investments, LLC VPLS

$697,396

0.45%

9,423

MATHER GROUP, LLC. VPLS

$650,177

0.42%

8,785

First Pacific Financial VPLS

$533,242

0.35%

7,205

Breakwater Capital Group VPLS

$438,065

0.29%

5,919

Longview Financial Advisors, Inc. VPLS

$429,998

0.28%

5,810

Aurora Private Wealth, Inc. VPLS

$369,161

0.24%

4,988

Acorn Wealth Advisors, LLC VPLS

$346,292

0.23%

4,679

PENSION & WEALTH MANAGEMENT ADVISORS, INC. VPLS

$335,191

0.22%

4,529

Capital Planning LLC VPLS

$327,716

0.21%

4,428

Atria Investments, Inc VPLS

$326,680

0.21%

4,414

Krilogy Financial LLC VPLS

$296,040

0.19%

4,000

Concurrent Investment Advisors, LLC VPLS

$210,780

0.14%

2,848

MAINSAIL ASSET MANAGEMENT, LLC VPLS

$207,228

0.13%

2,800

EASTERN BANK VPLS

$166,522

0.11%

2,250

GILPIN WEALTH MANAGEMENT, LLC VPLS

$111,015

0.07%

1,500

MB, LEVIS & ASSOCIATES, LLC VPLS

$8,363

0.01%

113

CoreCap Advisors, LLC VPLS

$72

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TORONTO DOMINION BANK	752	$58,337	100.0%	Defined