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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
Q3 		$697K Buy
9,423
+6,204
+193% +$472K 0.21% 62
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 $1.01B AUM 28.81% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

LifeGoal Wealth Advisors's VPLS Position: Q3 2026 in Review

LifeGoal Wealth Advisors increased its Vanguard Core Plus Bond ETF (VPLS) stake by 193% in Q3 2026, buying an estimated $472K and bringing the position to 9,423 shares worth $697K. The position accounts for 0.21% of the portfolio, ranked #62.

LifeGoal Wealth Advisors first reported a position in VPLS in Q4 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold VPLS as of Q3 2026.

  • LifeGoal Wealth Advisors held 9,423 shares of Vanguard Core Plus Bond ETF worth $697K as of Q3 2026.
  • LifeGoal Wealth Advisors bought 6,204 Vanguard Core Plus Bond ETF shares in Q3 2026, an estimated $472K.
  • Vanguard Core Plus Bond ETF made up 0.21% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #62 holding.
  • LifeGoal Wealth Advisors first reported a position in Vanguard Core Plus Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 11 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.