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Gilpin Wealth Management’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Gilpin Wealth Management’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 		$111K Hold
1,500
– – 0.08% 183
2026
Q2 		$116K Sell
1,500
-120
-7% -$9.3K 0.08% 168
2026
Q1 		$126K Sell
1,620
-80
-5% -$6.26K 0.1% 149
2025
Q4 		$133K Buy
+1,700
New +$134K 0.11% 138

Other funds holding VPLS

IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Gilpin Wealth Management's VPLS Position: Q3 2026 in Review

Gilpin Wealth Management held its Vanguard Core Plus Bond ETF (VPLS) position steady in Q3 2026 at 1,500 shares worth $111K. The position accounts for 0.08% of the portfolio, ranked #183.

Gilpin Wealth Management first reported a position in VPLS in Q4 2025 and has held it in 4 quarters since. The position peaked at $133K in Q4 2025. 11 funds tracked by Wall St. Rank hold VPLS as of Q3 2026.

  • Gilpin Wealth Management held 1,500 shares of Vanguard Core Plus Bond ETF worth $111K as of Q3 2026.
  • Gilpin Wealth Management left its Vanguard Core Plus Bond ETF share count unchanged in Q3 2026.
  • Vanguard Core Plus Bond ETF made up 0.08% of Gilpin Wealth Management's portfolio in Q3 2026, its #183 holding.
  • Gilpin Wealth Management first reported a position in Vanguard Core Plus Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Vanguard Core Plus Bond ETF position peaked at $133K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.