Omni 360 Wealth
VPLS icon

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
Q3 		$3.77M Buy
50,912
+1,094
+2% +$83.3K 1.71% 18
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

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
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
NavPoint Financial
NavPoint Financial Prior Lake, Minnesota $283M AUM 9.09% 1-Year Est. Return
Verum Partners
Verum Partners Charlotte, North Carolina $623M AUM 13.08% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fagan Associates
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return

Omni 360 Wealth's VPLS Position: Q3 2026 in Review

Omni 360 Wealth increased its Vanguard Core Plus Bond ETF (VPLS) stake by 2.2% in Q3 2026, buying an estimated $83.3K and bringing the position to 50,912 shares worth $3.77M. The position accounts for 1.71% of the portfolio, ranked #18.

Omni 360 Wealth first reported a position in VPLS in Q1 2024 and has held it in 11 quarters since. The position peaked at $3.86M in Q2 2026. 48 funds tracked by Wall St. Rank hold VPLS as of Q3 2026.

  • Omni 360 Wealth held 50,912 shares of Vanguard Core Plus Bond ETF worth $3.77M as of Q3 2026.
  • Omni 360 Wealth bought 1,094 Vanguard Core Plus Bond ETF shares in Q3 2026, an estimated $83.3K.
  • Vanguard Core Plus Bond ETF made up 1.71% of Omni 360 Wealth's portfolio in Q3 2026, its #18 holding.
  • Omni 360 Wealth first reported a position in Vanguard Core Plus Bond ETF in Q1 2024 and has held it in 11 quarters since.
  • Omni 360 Wealth's Vanguard Core Plus Bond ETF position peaked at $3.86M in Q2 2026.
  • 48 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q3 2026.

Based on Omni 360 Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.