VPLS Goes From Token Stake to Top-Tier Bond Position for R. W. Roge

Added 101,286 shares of VPLS; estimated transaction value $7.93 million based on quarterly average price Quarter-end position value increased by $7.86 million, reflecting both trading and price movement Change represents 3.78% of 13F AUM New stake: 107,275 shares valued at $8.32 million Position now accounts for 3.97% of reportable AUM, placing it outside the fund's top five holdings

The Motley Fool • May 1, 2026

Keystone Financial Group Expands Position in Vanguard Core-Plus Bond ETF, According to Recent SEC Filing

Keystone Financial Group, Inc. added 91,403 shares; estimated transaction value $7.15 million (based on quarterly average pricing) Quarter-end position value increased by $7.00 million, reflecting both additional shares and price changes Trade represented a 3.7% change in 13F reportable assets under management (AUM) Post-trade position: 272,896 shares valued at $21.17 million Position now accounts for 11.0% of fund AUM, which places it outside the fund's top five holdings

The Motley Fool • Apr 23, 2026

Insight Wealth Just Bought a $26.9 Million Opening Stake in VPLS

Insight Wealth Strategies acquired 343,106 shares of VPLS during the first quarter; the estimated trade size was $26.9 million based on quarterly average pricing. The new holding represents 3.0% of 13F assets under management (AUM), which places it just outside the fund's top five holdings.

The Motley Fool • Apr 14, 2026

VPLS: Another Look At This Solid, Vanilla Vanguard Bond ETF

Vanguard is known for its cheap index funds. The company has a smaller, solid lineup of active funds. The Vanguard Core-Plus Bond ETF is one such fund, focusing on high-quality bonds. VPLS compares favorably to its benchmark, BND, on most key metrics, with a higher 4.5% dividend yield outperformance since inception.

Seeking Alpha • Feb 17, 2026

PFG Private Wealth Dumps $5 Million of Vanguard Core Plus Bond ETF

Exited entire stake in VPLS, reducing holdings by 62,410 shares; estimated trade value of approximately $4.9 million (based on average Q4 2025 pricing). Quarter-end position value declined by $4.9 million, reflecting both trading activity and price movement.

The Motley Fool • Jan 28, 2026

3 Ways to Actively Get More Fixed Income in 2026

Record demand and new launches have helped to define a banner year for fixed income in 2025. With 2026 around the corner, it's an ideal time to explore the best ways to maximize fixed income exposure as the Fed continues easing monetary policy.

ETF Trends • Dec 22, 2025

Third Time's A Charm: Rate Cut Adds Emphasis on Active ETFs

The capital markets weren't blindsided by the U.S. Federal Reserve's third and final rate cut of 2025. While the majority of markets are cheering the quarter-point cut, a contingent of fixed-income investors could jeer at the prospect of yields falling with more cuts to come in 2026.

ETF Trends • Dec 10, 2025

Need Core Bond Exposure? Here Are Passive & Active Options

Investors looking for core bond exposure typically have two pathways when it comes to ETFs. One is passive options that track an index.

ETF Trends • Dec 5, 2025

VPLS: This Unconstrained Vanguard Bond ETF Might Be One Of Its Best Yet

Vanguard Core Plus Bond ETF (VPLS) offers a flexible, actively managed bond strategy with global diversification and selective high-yield exposure for today's environment. VPLS balances U.S. investment-grade, corporate, and foreign bonds, providing yield opportunities while maintaining a quality tilt and limiting credit risk. The fund is well-positioned for a potential Fed easing cycle, with enough duration to benefit from lower rates and credit spreads that remain supportive.

Seeking Alpha • Nov 26, 2025

9 Ways to Actively Manage Your Fixed Income Exposure

The same macro factors affecting the equities market, such as tariffs, geopolitical factors, and a changing interest rate policy are also affecting the fixed income markets. With that, there's never been a better time to access active fixed income strategies that help advisors and investors navigate the murky macro environment.

ETF Trends • Nov 21, 2025