MorganRosel Wealth Management’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

MorganRosel Wealth 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	$6.76M	Buy	87,197 +4,977	+6%	+$386K	2.28%	10
2026 Q1	$6.38M	Sell	82,220 -43,013	-34%	-$3.37M	2.52%	8
2025 Q4	$9.78M	Buy	125,233 +3,104	+3%	+$244K	2.45%	10
2025 Q3	$9.6M	Buy	122,129 +4,709	+4%	+$367K	2.49%	8
2025 Q2	$9.14M	Buy	117,420 +5,124	+5%	+$393K	2.49%	8
2025 Q1	$8.71M	Buy	112,296 +7,273	+7%	+$558K	2.64%	7
2024 Q4	$7.98M	Buy	105,023 +4,613	+5%	+$357K	2.62%	10
2024 Q3	$7.96M	Buy	100,410 +3,945	+4%	+$308K	2.63%	9
2024 Q2	$7.34M	Buy	96,465 +1,181	+1%	+$89.3K	2.59%	10
2024 Q1	$7.31M	Buy	+95,284	New	+$7.29M	2.61%	9

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

MorganRosel Wealth Management's VPLS Position: Q2 2026 in Review

MorganRosel Wealth Management increased its Vanguard Core Plus Bond ETF (VPLS) stake by 6.1% in Q2 2026, buying an estimated $386K and bringing the position to 87,197 shares worth $6.76M. The position accounts for 2.28% of the portfolio, ranked #10.

MorganRosel Wealth Management first reported a position in VPLS in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.78M in Q4 2025. 170 funds tracked by Wall St. Rank hold VPLS as of Q2 2026.

MorganRosel Wealth Management held 87,197 shares of Vanguard Core Plus Bond ETF worth $6.76M as of Q2 2026.
MorganRosel Wealth Management bought 4,977 Vanguard Core Plus Bond ETF shares in Q2 2026, an estimated $386K.
Vanguard Core Plus Bond ETF made up 2.28% of MorganRosel Wealth Management's portfolio in Q2 2026, its #10 holding.
MorganRosel Wealth Management first reported a position in Vanguard Core Plus Bond ETF in Q1 2024 and has held it in 10 quarters since.
MorganRosel Wealth Management's Vanguard Core Plus Bond ETF position peaked at $9.78M in Q4 2025.
170 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2026.

Based on MorganRosel Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.