XPN
VPLS

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

IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
O3W
Omni 360 Wealth Plainsboro, New Jersey $216M AUM 19.47% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 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. 21 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.
  • 21 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.