Steph & Co’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Steph & Co’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	$1.26M	Buy	16,989 +12,088	+247%	+$921K	0.32%	32
2026 Q2	$380K	Buy	4,901 +12	+0.2%	+$930	0.1%	75
2026 Q1	$379K	Sell	4,889 -186	-4%	-$14.6K	0.11%	71
2025 Q4	$396K	Buy	5,075 +244	+5%	+$19.2K	0.11%	66
2025 Q3	$380K	Hold	4,831	–	–	0.12%	72
2025 Q2	$376K	Buy	4,831 +244	+5%	+$18.7K	0.12%	71
2025 Q1	$356K	Sell	4,587 -753	-14%	-$57.8K	0.13%	72
2024 Q4	$406K	Sell	5,340 -550	-9%	-$42.5K	0.14%	65
2024 Q3	$467K	Buy	5,890 +4,430	+303%	+$346K	0.15%	62
2024 Q2	$111K	Buy	1,460 +525	+56%	+$39.7K	0.04%	149
2024 Q1	$71.7K	Buy	+935	New	+$71.5K	0.02%	165

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

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Steph & Co's VPLS Position: Q3 2026 in Review

Steph & Co increased its Vanguard Core Plus Bond ETF (VPLS) stake by 247% in Q3 2026, buying an estimated $921K and bringing the position to 16,989 shares worth $1.26M. The position accounts for 0.32% of the portfolio, ranked #32.

Steph & Co first reported a position in VPLS in Q1 2024 and has held it in 11 quarters since. 66 funds tracked by Wall St. Rank hold VPLS as of Q3 2026.

Steph & Co held 16,989 shares of Vanguard Core Plus Bond ETF worth $1.26M as of Q3 2026.
Steph & Co bought 12,088 Vanguard Core Plus Bond ETF shares in Q3 2026, an estimated $921K.
Vanguard Core Plus Bond ETF made up 0.32% of Steph & Co's portfolio in Q3 2026, its #32 holding.
Steph & Co first reported a position in Vanguard Core Plus Bond ETF in Q1 2024 and has held it in 11 quarters since.
66 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.