JGCM
VPLS

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

Joseph Group 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
Q1 		$139K Buy
1,795
+677
+61% +$53K 0.03% 72
2025
Q4 		$87.3K Buy
1,118
+362
+48% +$28.5K 0.02% 77
2025
Q3 		$59.4K Buy
+756
New +$58.8K 0.02% 74

Other funds holding VPLS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
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 $191M AUM 13.82% 1-Year Est. Return
SF
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
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return

Joseph Group Capital Management's VPLS Position: Q1 2026 in Review

Joseph Group Capital Management increased its Vanguard Core Plus Bond ETF (VPLS) stake by 61% in Q1 2026, buying an estimated $53K and bringing the position to 1,795 shares worth $139K. The position accounts for 0.03% of the portfolio, ranked #72.

Joseph Group Capital Management first reported a position in VPLS in Q3 2025 and has held it in 3 quarters since. 145 funds tracked by Wall St. Rank hold VPLS as of Q1 2026.

  • Joseph Group Capital Management held 1,795 shares of Vanguard Core Plus Bond ETF worth $139K as of Q1 2026.
  • Joseph Group Capital Management bought 677 Vanguard Core Plus Bond ETF shares in Q1 2026, an estimated $53K.
  • Vanguard Core Plus Bond ETF made up 0.03% of Joseph Group Capital Management's portfolio in Q1 2026, its #72 holding.
  • Joseph Group Capital Management first reported a position in Vanguard Core Plus Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 145 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q1 2026.

Based on Joseph Group Capital Management's 13F filing for Q1 2026, filed 8 May 2026.