O3W
VPLS

Omni 360 Wealth’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Omni 360 Wealth’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 		$3.86M Buy
49,818
+11,968
+32% +$927K 1.79% 14
2026
Q1 		$2.94M Buy
37,850
+9,584
+34% +$750K 1.52% 17
2025
Q4 		$2.22M Buy
28,266
+13,270
+88% +$1.04M 1.14% 24
2025
Q3 		$1.18M Buy
14,996
+1,397
+10% +$109K 0.66% 35
2025
Q2 		$1.06M Buy
13,599
+1,804
+15% +$138K 0.66% 38
2025
Q1 		$915K Sell
11,795
-236
-2% -$18.1K 0.61% 40
2024
Q4 		$914K Buy
12,031
+2,733
+29% +$211K 0.61% 42
2024
Q3 		$737K Buy
9,298
+3,952
+74% +$309K 0.51% 51
2024
Q2 		$407K Buy
5,346
+1,826
+52% +$138K 0.31% 74
2024
Q1 		$270K Buy
+3,520
New +$269K 0.22% 91

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
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
NF
NavPoint Financial Prior Lake, Minnesota $270M AUM 14.97% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Omni 360 Wealth's VPLS Position: Q2 2026 in Review

Omni 360 Wealth increased its Vanguard Core Plus Bond ETF (VPLS) stake by 32% in Q2 2026, buying an estimated $927K and bringing the position to 49,818 shares worth $3.86M. The position accounts for 1.79% of the portfolio, ranked #14.

Omni 360 Wealth first reported a position in VPLS in Q1 2024 and has held it in 10 quarters since. 44 funds tracked by Wall St. Rank hold VPLS as of Q2 2026.

  • Omni 360 Wealth held 49,818 shares of Vanguard Core Plus Bond ETF worth $3.86M as of Q2 2026.
  • Omni 360 Wealth bought 11,968 Vanguard Core Plus Bond ETF shares in Q2 2026, an estimated $927K.
  • Vanguard Core Plus Bond ETF made up 1.79% of Omni 360 Wealth's portfolio in Q2 2026, its #14 holding.
  • Omni 360 Wealth first reported a position in Vanguard Core Plus Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 44 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2026.

Based on Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.