KFS
VPLS

Kaizen Financial Strategies’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Kaizen Financial Strategies’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 		$3.63M Buy
47,021
+11,354
+32% +$880K 1.18% 22
2026
Q1 		$2.78M Buy
35,667
+22,479
+170% +$1.76M 1.17% 17
2025
Q4 		$1.03M Buy
13,188
+1,512
+13% +$119K 0.45% 37
2025
Q3 		$918K Buy
+11,676
New +$909K 0.41% 45
2024
Q4 		– Sell
-5,953
Closed -$472K – 145
2024
Q3 		$472K Buy
5,953
+1,429
+32% +$112K 0.27% 62
2024
Q2 		$349K Buy
+4,524
New +$342K 0.22% 77

Other funds holding VPLS

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
BW
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
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
NF
NavPoint Financial Prior Lake, Minnesota $270M AUM 14.97% 1-Year Est. Return
HFS
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
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return

Kaizen Financial Strategies's VPLS Position: Q2 2026 in Review

Kaizen Financial Strategies increased its Vanguard Core Plus Bond ETF (VPLS) stake by 32% in Q2 2026, buying an estimated $880K and bringing the position to 47,021 shares worth $3.63M. The position accounts for 1.18% of the portfolio, ranked #22.

Kaizen Financial Strategies first reported a position in VPLS in Q2 2024 and has held it in 6 quarters since. 74 funds tracked by Wall St. Rank hold VPLS as of Q2 2026.

  • Kaizen Financial Strategies held 47,021 shares of Vanguard Core Plus Bond ETF worth $3.63M as of Q2 2026.
  • Kaizen Financial Strategies bought 11,354 Vanguard Core Plus Bond ETF shares in Q2 2026, an estimated $880K.
  • Vanguard Core Plus Bond ETF made up 1.18% of Kaizen Financial Strategies's portfolio in Q2 2026, its #22 holding.
  • Kaizen Financial Strategies first reported a position in Vanguard Core Plus Bond ETF in Q2 2024 and has held it in 6 quarters since.
  • 74 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.