PS
VPLS

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
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

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. 129 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.
  • 129 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.