Envestnet Asset Management
VPLS

Envestnet Asset Management’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Envestnet Asset Management’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 		$463K Buy
5,971
+989
+20% +$76.6K ﹤0.01% 4137
2026
Q1 		$387K Buy
4,982
+1,463
+42% +$114K ﹤0.01% 4117
2025
Q4 		$275K Buy
+3,519
New +$277K ﹤0.01% 4096
2025
Q2 		– Sell
-3,462
Closed -$269K – 4562
2025
Q1 		$269K Buy
3,462
+607
+21% +$46.6K ﹤0.01% 3978
2024
Q4 		$217K Sell
2,855
-7
-0.2% -$541 ﹤0.01% 4060
2024
Q3 		$227K Buy
2,862
+209
+8% +$16.3K ﹤0.01% 3964
2024
Q2 		$202K Hold
2,653
– – ﹤0.01% 3925
2024
Q1 		$204K Buy
+2,653
New +$203K ﹤0.01% 3936

Other funds holding VPLS

IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
NF
NavPoint Financial Prior Lake, Minnesota $270M AUM 14.97% 1-Year Est. Return
LAM
Lakewood Asset Management Naperville, Illinois $182M AUM 22.41% 1-Year Est. Return
RWRC
R.W. Roge & Company Bohemia, New York $239M AUM 23.2% 1-Year Est. Return

Envestnet Asset Management's VPLS Position: Q2 2026 in Review

Envestnet Asset Management increased its Vanguard Core Plus Bond ETF (VPLS) stake by 20% in Q2 2026, buying an estimated $76.6K and bringing the position to 5,971 shares worth $463K. The position accounts for ﹤0.01% of the portfolio, ranked #4137.

Envestnet Asset Management first reported a position in VPLS in Q1 2024 and has held it in 8 quarters since. 100 funds tracked by Wall St. Rank hold VPLS as of Q2 2026.

  • Envestnet Asset Management held 5,971 shares of Vanguard Core Plus Bond ETF worth $463K as of Q2 2026.
  • Envestnet Asset Management bought 989 Vanguard Core Plus Bond ETF shares in Q2 2026, an estimated $76.6K.
  • Vanguard Core Plus Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4137 holding.
  • Envestnet Asset Management first reported a position in Vanguard Core Plus Bond ETF in Q1 2024 and has held it in 8 quarters since.
  • 100 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.