LWM
VPLS

LJI Wealth Management’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

LJI Wealth Management’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 		$212K Buy
+2,732
New +$214K 0.03% 176

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 $377B 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

LJI Wealth Management's VPLS Position: Q1 2026 in Review

LJI Wealth Management opened a new position in Vanguard Core Plus Bond ETF (VPLS) in Q1 2026: 2,732 shares worth $212K. The stake represents 0.03% of the portfolio and ranks #176 among its holdings.

145 funds tracked by Wall St. Rank hold VPLS as of Q1 2026.

  • LJI Wealth Management held 2,732 shares of Vanguard Core Plus Bond ETF worth $212K as of Q1 2026.
  • Vanguard Core Plus Bond ETF was a new LJI Wealth Management position in Q1 2026.
  • Vanguard Core Plus Bond ETF made up 0.03% of LJI Wealth Management's portfolio in Q1 2026, its #176 holding.
  • 145 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q1 2026.

Based on LJI Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.