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 Q3	$328K	Hold	4,428	–	–	0.09%	72
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

Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Balance Wealth Delaware, Ohio $417M AUM 14.07% 1-Year Est. Return

NavPoint Financial Prior Lake, Minnesota $283M AUM 9.09% 1-Year Est. Return

Verum Partners Charlotte, North Carolina $623M AUM 13.08% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Lakewood Asset Management Naperville, Illinois $194M AUM 16.07% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Capital Planning's VPLS Position: Q3 2026 in Review

Capital Planning held its Vanguard Core Plus Bond ETF (VPLS) position steady in Q3 2026 at 4,428 shares worth $328K. The position accounts for 0.09% of the portfolio, ranked #72.

Capital Planning first reported a position in VPLS in Q4 2024 and has held it in 8 quarters since. The position peaked at $344K in Q1 2026. 66 funds tracked by Wall St. Rank hold VPLS as of Q3 2026.

Capital Planning held 4,428 shares of Vanguard Core Plus Bond ETF worth $328K as of Q3 2026.
Capital Planning left its Vanguard Core Plus Bond ETF share count unchanged in Q3 2026.
Vanguard Core Plus Bond ETF made up 0.09% of Capital Planning's portfolio in Q3 2026, its #72 holding.
Capital Planning first reported a position in Vanguard Core Plus Bond ETF in Q4 2024 and has held it in 8 quarters since.
Capital Planning's Vanguard Core Plus Bond ETF position peaked at $344K in Q1 2026.
66 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.