Jacobi Capital Management’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Jacobi Capital 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 Q2	$203K	Buy	+2,619	New	+$203K	0.01%	635

Other funds holding VPLS

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

Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return

Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

NavPoint Financial Prior Lake, Minnesota $270M AUM 14.97% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return

Jacobi Capital Management's VPLS Position: Q2 2026 in Review

Jacobi Capital Management opened a new position in Vanguard Core Plus Bond ETF (VPLS) in Q2 2026: 2,619 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #635 among its holdings.

74 funds tracked by Wall St. Rank hold VPLS as of Q2 2026.

Jacobi Capital Management held 2,619 shares of Vanguard Core Plus Bond ETF worth $203K as of Q2 2026.
Vanguard Core Plus Bond ETF was a new Jacobi Capital Management position in Q2 2026.
Vanguard Core Plus Bond ETF made up 0.01% of Jacobi Capital Management's portfolio in Q2 2026, its #635 holding.
74 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.