CP
VPLS

Capital Planning’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Capital Planning’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 		$344K Buy
4,428
+1,616
+57% +$126K 0.11% 65
2025
Q4 		$220K Hold
2,812
– – 0.06% 83
2025
Q3 		$221K Hold
2,812
– – 0.06% 77
2025
Q2 		$219K Hold
2,812
– – 0.07% 77
2025
Q1 		$218K Sell
2,812
-106
-4% -$8.13K 0.06% 87
2024
Q4 		$222K Buy
+2,918
New +$226K 0.06% 86

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
WAM
WNY Asset Management Williamsville, New York $967M AUM
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $192M AUM 10.51% 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 $322M AUM 14.31% 1-Year Est. Return

Capital Planning's VPLS Position: Q1 2026 in Review

Capital Planning increased its Vanguard Core Plus Bond ETF (VPLS) stake by 57% in Q1 2026, buying an estimated $126K and bringing the position to 4,428 shares worth $344K. The position accounts for 0.11% of the portfolio, ranked #65.

Capital Planning first reported a position in VPLS in Q4 2024 and has held it in 6 quarters since. 145 funds tracked by Wall St. Rank hold VPLS as of Q1 2026.

  • Capital Planning held 4,428 shares of Vanguard Core Plus Bond ETF worth $344K as of Q1 2026.
  • Capital Planning bought 1,616 Vanguard Core Plus Bond ETF shares in Q1 2026, an estimated $126K.
  • Vanguard Core Plus Bond ETF made up 0.11% of Capital Planning's portfolio in Q1 2026, its #65 holding.
  • Capital Planning first reported a position in Vanguard Core Plus Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 145 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q1 2026.

Based on Capital Planning's 13F filing for Q1 2026, filed 30 Apr 2026.