LWA
VPLS

Lantern Wealth Advisors’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Lantern Wealth Advisors’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 		$336K Buy
4,325
+1,700
+65% +$132K 0.15% 136
2026
Q1 		$204K Buy
+2,625
New +$205K 0.1% 168

Other funds holding VPLS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
FCFC
First Commonwealth Financial Corp Indiana, Pennsylvania $715M AUM 24.33% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lantern Wealth Advisors's VPLS Position: Q2 2026 in Review

Lantern Wealth Advisors increased its Vanguard Core Plus Bond ETF (VPLS) stake by 65% in Q2 2026, buying an estimated $132K and bringing the position to 4,325 shares worth $336K. The position accounts for 0.15% of the portfolio, ranked #136.

Lantern Wealth Advisors first reported a position in VPLS in Q1 2026 and has held it in 2 quarters since. 170 funds tracked by Wall St. Rank hold VPLS as of Q2 2026.

  • Lantern Wealth Advisors held 4,325 shares of Vanguard Core Plus Bond ETF worth $336K as of Q2 2026.
  • Lantern Wealth Advisors bought 1,700 Vanguard Core Plus Bond ETF shares in Q2 2026, an estimated $132K.
  • Vanguard Core Plus Bond ETF made up 0.15% of Lantern Wealth Advisors's portfolio in Q2 2026, its #136 holding.
  • Lantern Wealth Advisors first reported a position in Vanguard Core Plus Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 170 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.