CGN Advisors
VPLS icon

CGN Advisors’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

CGN Advisors’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 		$1.95M Buy
+26,296
New +$2M 0.15% 123
2025
Q2 		– Sell
-10,280
Closed -$797K – 306
2025
Q1 		$797K Buy
+10,280
New +$789K 0.08% 182

Other funds holding VPLS

Keystone Financial Group (Georgia)
Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
Balance Wealth
Balance Wealth Delaware, Ohio $417M AUM 14.07% 1-Year Est. Return
NavPoint Financial
NavPoint Financial Prior Lake, Minnesota $283M AUM 9.09% 1-Year Est. Return
Verum Partners
Verum Partners Charlotte, North Carolina $623M AUM 13.08% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Lakewood Asset Management
Lakewood Asset Management Naperville, Illinois $194M AUM 16.07% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

CGN Advisors's VPLS Position: Q3 2026 in Review

CGN Advisors opened a new position in Vanguard Core Plus Bond ETF (VPLS) in Q3 2026: 26,296 shares worth $1.95M. The stake represents 0.15% of the portfolio and ranks #123 among its holdings. This is a return to the name: CGN Advisors previously reported a position in VPLS as recently as Q1 2025.

CGN Advisors first reported a position in VPLS in Q1 2025 and has held it in 2 quarters since. 66 funds tracked by Wall St. Rank hold VPLS as of Q3 2026.

  • CGN Advisors held 26,296 shares of Vanguard Core Plus Bond ETF worth $1.95M as of Q3 2026.
  • Vanguard Core Plus Bond ETF was a new CGN Advisors position in Q3 2026.
  • Vanguard Core Plus Bond ETF made up 0.15% of CGN Advisors's portfolio in Q3 2026, its #123 holding.
  • CGN Advisors first reported a position in Vanguard Core Plus Bond ETF in Q1 2025 and has held it in 2 quarters since.
  • 66 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q3 2026.

Based on CGN Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.