According to an SEC filing dated April 10, 2026, Insight Wealth Strategies initiated a new position in Vanguard Core-Plus Bond ETF (NASDAQ:VPLS), purchasing 343,106 shares during the first quarter of 2026. The estimated value of this trade was $26.9 million based on average closing prices for the quarter. Based on the ETF’s quarterly average closing price of $78.31, the estimated value of this trade was approximately $26.9 million.
This is a new position for Insight Wealth, now accounting for 3.0% of its 13F reportable assets under management as of March 31, 2026.
Top holdings after the filing:
NYSE:CVX: $36.25 million (4.0% of AUM)
NYSEMKT:GSIE: $28.14 million (3.1% of AUM)
NYSEMKT:DYNF: $27.62 million (3.1% of AUM)
NYSEMKT:LQD: $27.38 million (3.1% of AUM)
NASDAQ:VCLT: $27.02 million (3.0% of AUM)
As of April 9, 2026, shares of Vanguard Core-Plus Bond ETF were up 6.6% over the past year. The fund trailed the S&P 500 by about 23 percentage points over that period.
Metric | Value |
|---|---|
Net assets | $1.4 billion |
Price (as of April 9, 2026) | $77.74 |
Expense ratio | 0.2% |
Dividend yield | 4.6% |
1-year price change | 6.6% |
Investment strategy: Actively managed core-plus bond ETF seeking to outperform its benchmark through diversified exposure to U.S. investment-grade bonds, selective allocation to below-investment-grade and emerging markets debt, and disciplined risk management.
Portfolio composition: Holds a broad mix of U.S. Treasuries, mortgage-backed securities, corporate bonds, and emerging markets debt across various maturities and credit qualities.
Expense ratio and structure: Designed as a low-cost ETF structure, targeting investors seeking a core fixed income allocation with moderate credit and interest rate risk.
Opening a brand-new position — rather than simply adding to an existing one — is typically a more deliberate signal from an institutional manager. The firm’s decision to establish a new stake worth roughly $26.9 million in a core fixed-income ETF suggests a conscious choice to add ballast to the portfolio at a time when bond markets have been in flux.
VPLS isn’t a flashy fund — and that’s exactly the point. It’s an actively managed bond ETF from Vanguard that targets modest outperformance over its benchmark by blending investment-grade U.S. bonds with selective exposure to high-yield and emerging-market debt. The 4.6% annualized yield is competitive in the current rate environment, and Vanguard’s reputation for low-cost, disciplined management gives the fund a credibility edge over many peers.
