Wealth Manager Cuts Vanguard Bond Fund Position by $3.4 Million as Rates Rise

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Sara Appino, The Motley Fool

Thu, May 7, 2026 astatine 10:10 AM CDT 4 min read

On May 6, 2026, MorganRosel Wealth Management reported selling 43,013 shares of the Vanguard Core-Plus Bond Fund (NASDAQ:VPLS), an estimated $3.37 cardinal commercialized based connected quarterly mean pricing, according to a caller SEC filing.

What happened

According to a SEC filing dated May 6, 2026, MorganRosel Wealth Management reduced its presumption successful the Vanguard Core-Plus Bond Fund by 43,013 shares during the archetypal quarter. The estimated transaction worth was $3.37 million, based connected the mean unadjusted adjacent terms for the quarter. The fund’s quarter-end presumption successful VPLS was 82,220 shares, valued astatine $6.38 million. The nett presumption change, including terms movement, was a alteration of $3.40 million.

What other to cognize

The merchantability brought the involvement to astir 2.52% of MorganRosel Wealth Management’s reportable AUM.
Top holdings aft the filing:
- NYSEMKT: VTI: astir $47.95 cardinal (about 18.9% of AUM)
- NYSEMKT: SCHF: astir $16.89 cardinal (about 6.7% of AUM)
- NYSEMKT: VOO: astir $8.90 cardinal (about 3.5% of AUM)
- NYSEMKT: FNDF: astir $7.60 cardinal (about 3.0% of AUM)
- NYSE: BOND: astir $7.06 cardinal (about 2.8% of AUM)
As of May 6, 2026, VPLS shares were priced astatine $77.71, up astir 6.3% implicit the past year.

ETF overview

Metric

Value

AUM	$1.45 billion
Price (as of marketplace adjacent May 6, 2026)	$77.71
Dividend yield	4.75%
1-year full return	6.26%

ETF snapshot

Actively managed ETF seeking diversified vulnerability to U.S. investment-grade bonds, with selective allocations to below-investment-grade and emerging marketplace debt.
Portfolio includes U.S. Treasuries, mortgage-backed securities, firm bonds, and emerging markets indebtedness crossed assorted maturities and recognition qualities.
Structured arsenic a low-cost ETF with an accent connected disciplined hazard management, aiming to outperform its benchmark done information enactment and assemblage allocation.

Vanguard Core-Plus Bond ETF (VPLS) offers organization investors wide entree to the U.S. fixed income market, combining investment-grade halfway holdings with opportunistic allocations to higher-yielding and planetary bonds. The fund’s strategy leverages progressive absorption to optimize assemblage and information selection, seeking to heighten returns portion maintaining a risk-controlled approach. With a mean output and diversified portfolio, VPLS is positioned arsenic a halfway enslaved allocation for investors seeking equilibrium betwixt income and recognition risk.

What this transaction means for investors

MorganRosel Wealth Management reduced its Vanguard Core-Plus Bond Fund presumption by astir one-third during Q1, successful different awesome that wealthiness managers are pulling backmost from bonds arsenic involvement rates determination against them.

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