XY Planning Network
VPLS icon

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
Q3 		$1.24M Sell
16,697
-999
-6% -$76.1K 0.13% 139
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

Keystone Financial Group (Georgia)
Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
NavPoint Financial
NavPoint Financial Prior Lake, Minnesota $283M AUM 9.09% 1-Year Est. Return
Verum Partners
Verum Partners Charlotte, North Carolina $623M AUM 13.08% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fagan Associates
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return

XY Planning Network's VPLS Position: Q3 2026 in Review

XY Planning Network reduced its Vanguard Core Plus Bond ETF (VPLS) stake by 5.6% in Q3 2026, selling an estimated $76.1K and leaving 16,697 shares worth $1.24M. The position accounts for 0.13% of the portfolio, ranked #139.

XY Planning Network first reported a position in VPLS in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.37M in Q2 2026. 48 funds tracked by Wall St. Rank hold VPLS as of Q3 2026.

  • XY Planning Network held 16,697 shares of Vanguard Core Plus Bond ETF worth $1.24M as of Q3 2026.
  • XY Planning Network sold 999 Vanguard Core Plus Bond ETF shares in Q3 2026, an estimated $76.1K.
  • Vanguard Core Plus Bond ETF made up 0.13% of XY Planning Network's portfolio in Q3 2026, its #139 holding.
  • XY Planning Network first reported a position in Vanguard Core Plus Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • XY Planning Network's Vanguard Core Plus Bond ETF position peaked at $1.37M in Q2 2026.
  • 48 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.