Burton Enright Welch’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Burton Enright Welch’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	$1.76M	Buy	22,661 +4,312	+23%	+$334K	0.21%	51
2026 Q1	$1.42M	Buy	18,349 +8,848	+93%	+$692K	0.19%	53
2025 Q4	$742K	Sell	9,501 -4	-0%	-$314	0.1%	71
2025 Q3	$747K	Sell	9,505 -304	-3%	-$23.7K	0.11%	70
2025 Q2	$763K	Sell	9,809 -2,186	-18%	-$168K	0.13%	62
2025 Q1	$930K	Buy	11,995 +1,249	+12%	+$95.8K	0.19%	48
2024 Q4	$817K	Buy	10,746 +7,724	+256%	+$597K	0.17%	52
2024 Q3	$240K	Buy	3,022 +52	+2%	+$4.06K	0.05%	85
2024 Q2	$226K	Buy	+2,970	New	+$225K	0.05%	89

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

Burton Enright Welch's VPLS Position: Q2 2026 in Review

Burton Enright Welch increased its Vanguard Core Plus Bond ETF (VPLS) stake by 23% in Q2 2026, buying an estimated $334K and bringing the position to 22,661 shares worth $1.76M. The position accounts for 0.21% of the portfolio, ranked #51.

Burton Enright Welch first reported a position in VPLS in Q2 2024 and has held it in 9 quarters since. 170 funds tracked by Wall St. Rank hold VPLS as of Q2 2026.

Burton Enright Welch held 22,661 shares of Vanguard Core Plus Bond ETF worth $1.76M as of Q2 2026.
Burton Enright Welch bought 4,312 Vanguard Core Plus Bond ETF shares in Q2 2026, an estimated $334K.
Vanguard Core Plus Bond ETF made up 0.21% of Burton Enright Welch's portfolio in Q2 2026, its #51 holding.
Burton Enright Welch first reported a position in Vanguard Core Plus Bond ETF in Q2 2024 and has held it in 9 quarters since.
170 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.