Principia Wealth Advisory’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Principia Wealth Advisory’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 Q2	$454K	Buy	5,846 +254	+5%	+$19.7K	0.23%	51
2026 Q1	$434K	Buy	5,592 +11	+0.2%	+$861	0.25%	49
2025 Q4	$436K	Buy	5,581 +131	+2%	+$10.3K	0.27%	48
2025 Q3	$429K	Sell	5,450 -17	-0.3%	-$1.32K	0.3%	46
2025 Q2	$425K	Buy	5,467 +486	+10%	+$37.3K	0.36%	32
2025 Q1	$381K	Buy	4,981 +277	+6%	+$21.2K	0.36%	28
2024 Q4	$357K	Buy	+4,704	New	+$364K	0.34%	30

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

FCFC

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

IWS

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Principia Wealth Advisory's VPLS Position: Q2 2026 in Review

Principia Wealth Advisory increased its Vanguard Core Plus Bond ETF (VPLS) stake by 4.5% in Q2 2026, buying an estimated $19.7K and bringing the position to 5,846 shares worth $454K. The position accounts for 0.23% of the portfolio, ranked #51.

Principia Wealth Advisory first reported a position in VPLS in Q4 2024 and has held it in 7 quarters since. 170 funds tracked by Wall St. Rank hold VPLS as of Q2 2026.

Principia Wealth Advisory held 5,846 shares of Vanguard Core Plus Bond ETF worth $454K as of Q2 2026.
Principia Wealth Advisory bought 254 Vanguard Core Plus Bond ETF shares in Q2 2026, an estimated $19.7K.
Vanguard Core Plus Bond ETF made up 0.23% of Principia Wealth Advisory's portfolio in Q2 2026, its #51 holding.
Principia Wealth Advisory first reported a position in Vanguard Core Plus Bond ETF in Q4 2024 and has held it in 7 quarters since.
170 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.