L.M. Kohn & Company’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

L.M. Kohn & Company’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
2025 Q3	–	Sell	-5,697	Closed	-$443K	–	273
2025 Q2	$443K	Sell	5,697 -6,120	-52%	-$470K	0.12%	152
2025 Q1	$917K	Buy	+11,817	New	+$906K	0.24%	88

Other funds holding VPLS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WAM

WNY Asset Management Williamsville, New York $967M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Balance Wealth Delaware, Ohio $322M AUM 14.31% 1-Year Est. Return

DPI

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return

KFGG

Keystone Financial Group (Georgia) Atlanta, Georgia $192M AUM 10.51% 1-Year Est. Return

FCFC

First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return

MWM

MorganRosel Wealth Management Highlands Ranch, Colorado $254M AUM 18.87% 1-Year Est. Return

L.M. Kohn & Company's VPLS Position: Q3 2025 in Review

L.M. Kohn & Company sold out of Vanguard Core Plus Bond ETF (VPLS) in Q3 2025, closing a stake of 5,697 shares — an estimated $443K sold.

L.M. Kohn & Company first reported a position in VPLS in Q1 2025 and held it in 2 quarters. The position peaked at $917K in Q1 2025. 101 funds tracked by Wall St. Rank hold VPLS as of Q3 2025.

L.M. Kohn & Company reported no remaining Vanguard Core Plus Bond ETF position as of Q3 2025 after selling out during the quarter.
L.M. Kohn & Company sold 5,697 Vanguard Core Plus Bond ETF shares in Q3 2025, an estimated $443K.
L.M. Kohn & Company first reported a position in Vanguard Core Plus Bond ETF in Q1 2025 and held it in 2 quarters.
L.M. Kohn & Company's Vanguard Core Plus Bond ETF position peaked at $917K in Q1 2025.
101 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.