Strategic Family Wealth Counselors’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Strategic Family Wealth Counselors’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 Q1	$2.15M	Sell	27,746 -983	-3%	-$76.9K	0.57%	44
2025 Q4	$2.24M	Buy	28,729 +194	+0.7%	+$15.3K	0.5%	48
2025 Q3	$2.24M	Buy	28,535 +1,481	+5%	+$115K	0.58%	41
2025 Q2	$2.1M	Buy	27,054 +2,884	+12%	+$221K	0.6%	42
2025 Q1	$1.87M	Buy	24,170 +82	+0.3%	+$6.29K	0.61%	40
2024 Q4	$1.83M	Buy	+24,088	New	+$1.86M	0.6%	42

Other funds holding VPLS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WAM

WNY Asset Management Williamsville, New York $967M AUM

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

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

FCFC

First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return

DPI

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return

Strategic Family Wealth Counselors's VPLS Position: Q1 2026 in Review

Strategic Family Wealth Counselors reduced its Vanguard Core Plus Bond ETF (VPLS) stake by 3.4% in Q1 2026, selling an estimated $76.9K and leaving 27,746 shares worth $2.15M. The position accounts for 0.57% of the portfolio, ranked #44.

Strategic Family Wealth Counselors first reported a position in VPLS in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.24M in Q3 2025. 145 funds tracked by Wall St. Rank hold VPLS as of Q1 2026.

Strategic Family Wealth Counselors held 27,746 shares of Vanguard Core Plus Bond ETF worth $2.15M as of Q1 2026.
Strategic Family Wealth Counselors sold 983 Vanguard Core Plus Bond ETF shares in Q1 2026, an estimated $76.9K.
Vanguard Core Plus Bond ETF made up 0.57% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #44 holding.
Strategic Family Wealth Counselors first reported a position in Vanguard Core Plus Bond ETF in Q4 2024 and has held it in 6 quarters since.
Strategic Family Wealth Counselors's Vanguard Core Plus Bond ETF position peaked at $2.24M in Q3 2025.
145 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.