Wealth Enhancement Advisory Services
VPLS icon

Wealth Enhancement Advisory Services’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$9.6M Buy
129,979
+17,973
+16% +$1.37M 0.01% 742
2026
Q2 		$8.61M Buy
112,006
+35,088
+46% +$2.72M 0.01% 748
2026
Q1 		$5.96M Buy
76,918
+18,496
+32% +$1.45M 0.01% 819
2025
Q4 		$4.57M Buy
58,422
+19,716
+51% +$1.55M 0.01% 1062
2025
Q3 		$3.04M Buy
+38,706
New +$3.01M ﹤0.01% 1205

Other funds holding VPLS

Keystone Financial Group (Georgia)
Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
Balance Wealth
Balance Wealth Delaware, Ohio $417M AUM 14.07% 1-Year Est. Return
NavPoint Financial
NavPoint Financial Prior Lake, Minnesota $283M AUM 9.09% 1-Year Est. Return
Verum Partners
Verum Partners Charlotte, North Carolina $623M AUM 13.08% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Lakewood Asset Management
Lakewood Asset Management Naperville, Illinois $194M AUM 16.07% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Wealth Enhancement Advisory Services's VPLS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Vanguard Core Plus Bond ETF (VPLS) stake by 16% in Q3 2026, buying an estimated $1.37M and bringing the position to 129,979 shares worth $9.6M. The position accounts for 0.01% of the portfolio, ranked #742.

Wealth Enhancement Advisory Services first reported a position in VPLS in Q3 2025 and has held it in 5 quarters since. 58 funds tracked by Wall St. Rank hold VPLS as of Q3 2026.

  • Wealth Enhancement Advisory Services held 129,979 shares of Vanguard Core Plus Bond ETF worth $9.6M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 17,973 Vanguard Core Plus Bond ETF shares in Q3 2026, an estimated $1.37M.
  • Vanguard Core Plus Bond ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #742 holding.
  • Wealth Enhancement Advisory Services first reported a position in Vanguard Core Plus Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • 58 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.