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 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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WAM

WNY Asset Management Williamsville, New York $967M AUM

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

KFGG

Keystone Financial Group (Georgia) Atlanta, Georgia $192M AUM 10.51% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

FCFC

First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return

DPI

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return

Balance Wealth Delaware, Ohio $322M AUM 14.31% 1-Year Est. Return

MorganRosel Wealth Management's VPLS Position: Q1 2026 in Review

MorganRosel Wealth Management reduced its Vanguard Core Plus Bond ETF (VPLS) stake by 34% in Q1 2026, selling an estimated $3.37M and leaving 82,220 shares worth $6.38M. The position accounts for 2.52% of the portfolio, ranked #8.

MorganRosel Wealth Management first reported a position in VPLS in Q1 2024 and has held it in 9 quarters since. The position peaked at $9.78M in Q4 2025. 145 funds tracked by Wall St. Rank hold VPLS as of Q1 2026.

MorganRosel Wealth Management held 82,220 shares of Vanguard Core Plus Bond ETF worth $6.38M as of Q1 2026.
MorganRosel Wealth Management sold 43,013 Vanguard Core Plus Bond ETF shares in Q1 2026, an estimated $3.37M.
Vanguard Core Plus Bond ETF made up 2.52% of MorganRosel Wealth Management's portfolio in Q1 2026, its #8 holding.
MorganRosel Wealth Management first reported a position in Vanguard Core Plus Bond ETF in Q1 2024 and has held it in 9 quarters since.
MorganRosel Wealth Management's Vanguard Core Plus Bond ETF position peaked at $9.78M in Q4 2025.
145 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.