MWA
VPLS

Moser Wealth Advisors’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Moser Wealth Advisors’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
2025
Q2 		$919K Buy
11,810
+5,310
+82% +$407K 0.44% 45
2025
Q1 		$504K Buy
6,500
+3,650
+128% +$280K 0.26% 63
2024
Q4 		$217K Buy
+2,850
New +$220K 0.11% 74

Other funds holding VPLS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return
MWM
MorganRosel Wealth Management Highlands Ranch, Colorado $254M AUM 18.87% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
FA
Fagan Associates Troy, New York $719M AUM 26.65% 1-Year Est. Return
LWMNY
Landmark Wealth Management (New York) Melville, New York $373M AUM 12.01% 1-Year Est. Return

Moser Wealth Advisors's VPLS Position: Q2 2025 in Review

Moser Wealth Advisors increased its Vanguard Core Plus Bond ETF (VPLS) stake by 82% in Q2 2025, buying an estimated $407K and bringing the position to 11,810 shares worth $919K. The position accounts for 0.44% of the portfolio, ranked #45.

Moser Wealth Advisors first reported a position in VPLS in Q4 2024 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold VPLS as of Q2 2025.

  • Moser Wealth Advisors held 11,810 shares of Vanguard Core Plus Bond ETF worth $919K as of Q2 2025.
  • Moser Wealth Advisors bought 5,310 Vanguard Core Plus Bond ETF shares in Q2 2025, an estimated $407K.
  • Vanguard Core Plus Bond ETF made up 0.44% of Moser Wealth Advisors's portfolio in Q2 2025, its #45 holding.
  • Moser Wealth Advisors first reported a position in Vanguard Core Plus Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 86 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.