Westwind Capital’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Westwind Capital’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	$929K	Buy	+12,546	New	+$955K	0.22%	78
2026 Q2	–	Sell	-11,316	Closed	-$878K	–	105
2026 Q1	$878K	Buy	11,316 +650	+6%	+$50.9K	0.21%	32
2025 Q4	$833K	Buy	10,666 +924	+9%	+$72.6K	0.17%	34
2025 Q3	$766K	Buy	9,742 +81	+0.8%	+$6.3K	0.16%	33
2025 Q2	$752K	Buy	9,661 +1,634	+20%	+$125K	0.15%	33
2025 Q1	$623K	Buy	8,027 +740	+10%	+$56.8K	0.16%	30
2024 Q4	$554K	Buy	+7,287	New	+$563K	0.12%	30

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

Westwind Capital's VPLS Position: Q3 2026 in Review

Westwind Capital opened a new position in Vanguard Core Plus Bond ETF (VPLS) in Q3 2026: 12,546 shares worth $929K. The stake represents 0.22% of the portfolio and ranks #78 among its holdings. This is a return to the name: Westwind Capital previously reported a position in VPLS as recently as Q1 2026.

Westwind Capital first reported a position in VPLS in Q4 2024 and has held it in 7 quarters since. 67 funds tracked by Wall St. Rank hold VPLS as of Q3 2026.

Westwind Capital held 12,546 shares of Vanguard Core Plus Bond ETF worth $929K as of Q3 2026.
Vanguard Core Plus Bond ETF was a new Westwind Capital position in Q3 2026.
Vanguard Core Plus Bond ETF made up 0.22% of Westwind Capital's portfolio in Q3 2026, its #78 holding.
Westwind Capital first reported a position in Vanguard Core Plus Bond ETF in Q4 2024 and has held it in 7 quarters since.
67 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q3 2026.

Based on Westwind Capital's 13F filing for Q3 2026, filed 8 Oct 2026.