TWM
VPLS

TCFG Wealth Management’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

TCFG Wealth Management’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
2025
Q3 		– Sell
-2,820
Closed -$219K – 291
2025
Q2 		$219K Hold
2,820
– – 0.1% 235
2025
Q1 		$219K Buy
+2,820
New +$216K 0.11% 213

Other funds holding VPLS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $322M AUM 14.31% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $192M AUM 10.51% 1-Year Est. Return
FCFC
First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return
MWM
MorganRosel Wealth Management Highlands Ranch, Colorado $254M AUM 18.87% 1-Year Est. Return

TCFG Wealth Management's VPLS Position: Q3 2025 in Review

TCFG Wealth Management sold out of Vanguard Core Plus Bond ETF (VPLS) in Q3 2025, closing a stake of 2,820 shares — an estimated $219K sold.

TCFG Wealth Management first reported a position in VPLS in Q1 2025 and held it in 2 quarters. The position peaked at $219K in Q2 2025. 101 funds tracked by Wall St. Rank hold VPLS as of Q3 2025.

  • TCFG Wealth Management reported no remaining Vanguard Core Plus Bond ETF position as of Q3 2025 after selling out during the quarter.
  • TCFG Wealth Management sold 2,820 Vanguard Core Plus Bond ETF shares in Q3 2025, an estimated $219K.
  • TCFG Wealth Management first reported a position in Vanguard Core Plus Bond ETF in Q1 2025 and held it in 2 quarters.
  • TCFG Wealth Management's Vanguard Core Plus Bond ETF position peaked at $219K in Q2 2025.
  • 101 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q3 2025.

Based on TCFG Wealth Management's 13F filing for Q3 2025, filed 18 Nov 2025.