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Evolve Private Wealth’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Evolve Private Wealth’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 		$7.22M Sell
93,051
-235
-0.3% -$18.2K 0.44% 33
2026
Q1 		$7.24M Buy
+93,286
New +$7.3M 0.39% 38

Other funds holding VPLS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Royal Bank of Canada
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SF
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 $1.01B AUM 28.81% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Evolve Private Wealth's VPLS Position: Q2 2026 in Review

Evolve Private Wealth reduced its Vanguard Core Plus Bond ETF (VPLS) stake by 0.25% in Q2 2026, selling an estimated $18.2K and leaving 93,051 shares worth $7.22M. The position accounts for 0.44% of the portfolio, ranked #33.

Evolve Private Wealth first reported a position in VPLS in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.24M in Q1 2026. 172 funds tracked by Wall St. Rank hold VPLS as of Q2 2026.

  • Evolve Private Wealth held 93,051 shares of Vanguard Core Plus Bond ETF worth $7.22M as of Q2 2026.
  • Evolve Private Wealth sold 235 Vanguard Core Plus Bond ETF shares in Q2 2026, an estimated $18.2K.
  • Vanguard Core Plus Bond ETF made up 0.44% of Evolve Private Wealth's portfolio in Q2 2026, its #33 holding.
  • Evolve Private Wealth first reported a position in Vanguard Core Plus Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Evolve Private Wealth's Vanguard Core Plus Bond ETF position peaked at $7.24M in Q1 2026.
  • 172 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.