EFG
VPLS

Embree Financial Group’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Embree Financial Group’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 		$596K Buy
7,681
+1,363
+22% +$106K 0.06% 158
2026
Q1 		$490K Buy
+6,318
New +$494K 0.06% 158

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

Embree Financial Group's VPLS Position: Q2 2026 in Review

Embree Financial Group increased its Vanguard Core Plus Bond ETF (VPLS) stake by 22% in Q2 2026, buying an estimated $106K and bringing the position to 7,681 shares worth $596K. The position accounts for 0.06% of the portfolio, ranked #158.

Embree Financial Group first reported a position in VPLS in Q1 2026 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold VPLS as of Q2 2026.

  • Embree Financial Group held 7,681 shares of Vanguard Core Plus Bond ETF worth $596K as of Q2 2026.
  • Embree Financial Group bought 1,363 Vanguard Core Plus Bond ETF shares in Q2 2026, an estimated $106K.
  • Vanguard Core Plus Bond ETF made up 0.06% of Embree Financial Group's portfolio in Q2 2026, its #158 holding.
  • Embree Financial Group first reported a position in Vanguard Core Plus Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.