PPWM
VPLS

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

PFG Private 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
2025
Q4 		– Sell
-62,410
Closed -$4.91M – 150
2025
Q3 		$4.91M Buy
+62,410
New +$4.86M 2.19% 11

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
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 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
FCFC
First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MWM
MorganRosel Wealth Management Highlands Ranch, Colorado $254M AUM 18.87% 1-Year Est. Return

PFG Private Wealth Management's VPLS Position: Q4 2025 in Review

PFG Private Wealth Management sold out of Vanguard Core Plus Bond ETF (VPLS) in Q4 2025, closing a stake of 62,410 shares — an estimated $4.91M sold.

PFG Private Wealth Management first reported a position in VPLS in Q3 2025 and held it in 1 quarter. The position peaked at $4.91M in Q3 2025. 129 funds tracked by Wall St. Rank hold VPLS as of Q4 2025.

  • PFG Private Wealth Management reported no remaining Vanguard Core Plus Bond ETF position as of Q4 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 62,410 Vanguard Core Plus Bond ETF shares in Q4 2025, an estimated $4.91M.
  • PFG Private Wealth Management first reported a position in Vanguard Core Plus Bond ETF in Q3 2025 and held it in 1 quarter.
  • PFG Private Wealth Management's Vanguard Core Plus Bond ETF position peaked at $4.91M in Q3 2025.
  • 129 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q4 2025.

Based on PFG Private Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.