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
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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Balance Wealth Delaware, Ohio $322M AUM 14.31% 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 $192M AUM 10.51% 1-Year Est. Return

FCFC

First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return

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

Principia Wealth Advisory's VPLS Position: Q4 2025 in Review

Principia Wealth Advisory increased its Vanguard Core Plus Bond ETF (VPLS) stake by 2.4% in Q4 2025, buying an estimated $10.3K and bringing the position to 5,581 shares worth $436K. The position accounts for 0.27% of the portfolio, ranked #48.

Principia Wealth Advisory first reported a position in VPLS in Q4 2024 and has held it in 5 quarters since. 129 funds tracked by Wall St. Rank hold VPLS as of Q4 2025.

Principia Wealth Advisory held 5,581 shares of Vanguard Core Plus Bond ETF worth $436K as of Q4 2025.
Principia Wealth Advisory bought 131 Vanguard Core Plus Bond ETF shares in Q4 2025, an estimated $10.3K.
Vanguard Core Plus Bond ETF made up 0.27% of Principia Wealth Advisory's portfolio in Q4 2025, its #48 holding.
Principia Wealth Advisory first reported a position in Vanguard Core Plus Bond ETF in Q4 2024 and has held it in 5 quarters since.
129 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.