LWMNY
VPLS

Landmark Wealth Management (New York)’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Landmark Wealth Management (New York)’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 		$9M Buy
116,034
+23,994
+26% +$1.88M 2.41% 9
2025
Q4 		$7.19M Buy
92,040
+5,889
+7% +$463K 2.75% 9
2025
Q3 		$6.77M Buy
86,151
+4,038
+5% +$314K 2.69% 9
2025
Q2 		$6.39M Sell
82,113
-1,937
-2% -$149K 2.72% 9
2025
Q1 		$6.52M Sell
84,050
-1,923
-2% -$148K 2.88% 8
2024
Q4 		$6.53M Buy
85,973
+3,948
+5% +$305K 2.9% 8
2024
Q3 		$6.51M Buy
+82,025
New +$6.41M 2.83% 8

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 $376B 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 $192M AUM 10.51% 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 $322M AUM 14.31% 1-Year Est. Return