LJI Wealth Management
VPLS icon

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
Q3 		– Sell
-2,737
Closed -$212K – 215
2026
Q2 		$212K Buy
2,737
+5
+0.2% +$387 0.03% 190
2026
Q1 		$212K Buy
+2,732
New +$214K 0.03% 176

Other funds holding VPLS

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Acumen Wealth Advisors
Acumen Wealth Advisors Chattanooga, Tennessee $546M AUM 26.68% 1-Year Est. Return
Keystone Financial Group (Georgia)
Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Diversified Portfolios Inc
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
Balance Wealth
Balance Wealth Delaware, Ohio $417M AUM 14.07% 1-Year Est. Return

LJI Wealth Management's VPLS Position: Q3 2026 in Review

LJI Wealth Management sold out of Vanguard Core Plus Bond ETF (VPLS) in Q3 2026, closing a stake of 2,737 shares — an estimated $212K sold.

LJI Wealth Management first reported a position in VPLS in Q1 2026 and held it in 2 quarters. The position peaked at $212K in Q2 2026. 106 funds tracked by Wall St. Rank hold VPLS as of Q3 2026.

  • LJI Wealth Management reported no remaining Vanguard Core Plus Bond ETF position as of Q3 2026 after selling out during the quarter.
  • LJI Wealth Management sold 2,737 Vanguard Core Plus Bond ETF shares in Q3 2026, an estimated $212K.
  • LJI Wealth Management first reported a position in Vanguard Core Plus Bond ETF in Q1 2026 and held it in 2 quarters.
  • LJI Wealth Management's Vanguard Core Plus Bond ETF position peaked at $212K in Q2 2026.
  • 106 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q3 2026.

Based on LJI Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.