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 Q2	$344K	Hold	4,428	–	–	0.1%	65
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

FCFC

First Commonwealth Financial Corp Indiana, Pennsylvania $715M AUM 24.33% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Capital Planning's VPLS Position: Q2 2026 in Review

Capital Planning held its Vanguard Core Plus Bond ETF (VPLS) position steady in Q2 2026 at 4,428 shares worth $344K. The position accounts for 0.1% of the portfolio, ranked #65.

Capital Planning first reported a position in VPLS in Q4 2024 and has held it in 7 quarters since. The position peaked at $344K in Q1 2026. 170 funds tracked by Wall St. Rank hold VPLS as of Q2 2026.

Capital Planning held 4,428 shares of Vanguard Core Plus Bond ETF worth $344K as of Q2 2026.
Capital Planning left its Vanguard Core Plus Bond ETF share count unchanged in Q2 2026.
Vanguard Core Plus Bond ETF made up 0.1% of Capital Planning's portfolio in Q2 2026, its #65 holding.
Capital Planning first reported a position in Vanguard Core Plus Bond ETF in Q4 2024 and has held it in 7 quarters since.
Capital Planning's Vanguard Core Plus Bond ETF position peaked at $344K in Q1 2026.
170 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2026.

Based on Capital Planning's 13F filing for Q2 2026, filed 22 Jul 2026.