XY Planning Network’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

XY Planning Network’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 Q2	$1.37M	Buy	17,696 +794	+5%	+$61.5K	0.17%	115
2026 Q1	$1.31M	Buy	16,902 +725	+4%	+$56.7K	0.21%	106
2025 Q4	$1.26M	Buy	16,177 +10,000	+162%	+$786K	0.22%	106
2025 Q3	$481K	Hold	6,177	–	–	0.16%	112
2025 Q2	$481K	Buy	+6,177	New	+$474K	0.16%	112

Other funds holding VPLS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

FCFC

First Commonwealth Financial Corp Indiana, Pennsylvania $715M AUM 24.33% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

XY Planning Network's VPLS Position: Q2 2026 in Review

XY Planning Network increased its Vanguard Core Plus Bond ETF (VPLS) stake by 4.7% in Q2 2026, buying an estimated $61.5K and bringing the position to 17,696 shares worth $1.37M. The position accounts for 0.17% of the portfolio, ranked #115.

XY Planning Network first reported a position in VPLS in Q2 2025 and has held it in 5 quarters since. 170 funds tracked by Wall St. Rank hold VPLS as of Q2 2026.

XY Planning Network held 17,696 shares of Vanguard Core Plus Bond ETF worth $1.37M as of Q2 2026.
XY Planning Network bought 794 Vanguard Core Plus Bond ETF shares in Q2 2026, an estimated $61.5K.
Vanguard Core Plus Bond ETF made up 0.17% of XY Planning Network's portfolio in Q2 2026, its #115 holding.
XY Planning Network first reported a position in Vanguard Core Plus Bond ETF in Q2 2025 and has held it in 5 quarters since.
170 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.