Physician Wealth Advisors’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Physician 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	$10.1M	Buy	+136,507	New	+$10.4M	1.16%	18

Other funds holding VPLS

Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Balance Wealth Delaware, Ohio $417M AUM 14.07% 1-Year Est. Return

NavPoint Financial Prior Lake, Minnesota $283M AUM 9.09% 1-Year Est. Return

Verum Partners Charlotte, North Carolina $623M AUM 13.08% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Lakewood Asset Management Naperville, Illinois $194M AUM 16.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Physician Wealth Advisors opened a new position in Vanguard Core Plus Bond ETF (VPLS) in Q3 2026: 136,507 shares worth $10.1M. The stake represents 1.16% of the portfolio and ranks #18 among its holdings.

58 funds tracked by Wall St. Rank hold VPLS as of Q3 2026.

Physician Wealth Advisors held 136,507 shares of Vanguard Core Plus Bond ETF worth $10.1M as of Q3 2026.
Vanguard Core Plus Bond ETF was a new Physician Wealth Advisors position in Q3 2026.
Vanguard Core Plus Bond ETF made up 1.16% of Physician Wealth Advisors's portfolio in Q3 2026, its #18 holding.
58 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.