CFO4Life Group’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

CFO4Life Group’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	$4.27M	Buy	55,059 +1,911	+4%	+$150K	0.65%	36
2025 Q4	$4.15M	Sell	53,148 -1,938	-4%	-$152K	0.59%	37
2025 Q3	$4.33M	Buy	55,086 +2,655	+5%	+$207K	0.63%	35
2025 Q2	$4.08M	Sell	52,431 -1,052	-2%	-$80.7K	0.64%	34
2025 Q1	$4.15M	Buy	53,483 +3,067	+6%	+$235K	0.7%	34
2024 Q4	$3.83M	Buy	+50,416	New	+$3.9M	0.67%	30

Other funds holding VPLS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Balance Wealth Delaware, Ohio $322M AUM 14.31% 1-Year Est. Return

CFO4Life Group's VPLS Position: Q1 2026 in Review

CFO4Life Group increased its Vanguard Core Plus Bond ETF (VPLS) stake by 3.6% in Q1 2026, buying an estimated $150K and bringing the position to 55,059 shares worth $4.27M. The position accounts for 0.65% of the portfolio, ranked #36.

CFO4Life Group first reported a position in VPLS in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.33M in Q3 2025. 145 funds tracked by Wall St. Rank hold VPLS as of Q1 2026.

CFO4Life Group held 55,059 shares of Vanguard Core Plus Bond ETF worth $4.27M as of Q1 2026.
CFO4Life Group bought 1,911 Vanguard Core Plus Bond ETF shares in Q1 2026, an estimated $150K.
Vanguard Core Plus Bond ETF made up 0.65% of CFO4Life Group's portfolio in Q1 2026, its #36 holding.
CFO4Life Group first reported a position in Vanguard Core Plus Bond ETF in Q4 2024 and has held it in 6 quarters since.
CFO4Life Group's Vanguard Core Plus Bond ETF position peaked at $4.33M in Q3 2025.
145 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.