Principal Securities’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Principal Securities’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	-642	Closed	-$50.5K	–	3450
2025 Q3	$50.5K	Buy	642 +11	+2%	+$856	﹤0.01%	1940
2025 Q2	$49.1K	Sell	631 -3,454	-85%	-$265K	﹤0.01%	1888
2025 Q1	$310K	Hold	4,085	–	–	0.01%	957
2024 Q4	$310K	Sell	4,085 -539	-12%	-$41.7K	0.01%	954
2024 Q3	$367K	Buy	4,624 +2,601	+129%	+$203K	0.01%	863
2024 Q2	$154K	Buy	+2,023	New	+$153K	﹤0.01%	1151

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

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return

First Commonwealth Financial Corp Indiana, Pennsylvania $715M AUM 24.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MorganRosel Wealth Management Highlands Ranch, Colorado $296M AUM 25.25% 1-Year Est. Return

Principal Securities's VPLS Position: Q4 2025 in Review

Principal Securities sold out of Vanguard Core Plus Bond ETF (VPLS) in Q4 2025, closing a stake of 642 shares — an estimated $50.5K sold.

Principal Securities first reported a position in VPLS in Q2 2024 and held it in 6 quarters. The position peaked at $367K in Q3 2024. 131 funds tracked by Wall St. Rank hold VPLS as of Q4 2025.

Principal Securities reported no remaining Vanguard Core Plus Bond ETF position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 642 Vanguard Core Plus Bond ETF shares in Q4 2025, an estimated $50.5K.
Principal Securities first reported a position in Vanguard Core Plus Bond ETF in Q2 2024 and held it in 6 quarters.
Principal Securities's Vanguard Core Plus Bond ETF position peaked at $367K in Q3 2024.
131 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.