LWA
VPLS

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

LifeGoal 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 		$250K Buy
3,219
+33
+1% +$2.56K 0.11% 122
2026
Q1 		$246K Sell
3,186
-51
-2% -$3.99K 0.14% 95
2025
Q4 		$252K Buy
+3,237
New +$255K 0.17% 67

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
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 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
RWRC
R.W. Roge & Company Bohemia, New York $239M AUM 23.2% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

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

LifeGoal Wealth Advisors increased its Vanguard Core Plus Bond ETF (VPLS) stake by 1% in Q2 2026, buying an estimated $2.56K and bringing the position to 3,219 shares worth $250K. The position accounts for 0.11% of the portfolio, ranked #122.

LifeGoal Wealth Advisors first reported a position in VPLS in Q4 2025 and has held it in 3 quarters since. The position peaked at $252K in Q4 2025. 93 funds tracked by Wall St. Rank hold VPLS as of Q2 2026.

  • LifeGoal Wealth Advisors held 3,219 shares of Vanguard Core Plus Bond ETF worth $250K as of Q2 2026.
  • LifeGoal Wealth Advisors bought 33 Vanguard Core Plus Bond ETF shares in Q2 2026, an estimated $2.56K.
  • Vanguard Core Plus Bond ETF made up 0.11% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #122 holding.
  • LifeGoal Wealth Advisors first reported a position in Vanguard Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • LifeGoal Wealth Advisors's Vanguard Core Plus Bond ETF position peaked at $252K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.