MorganRosel Wealth Management Reduces Stake in Vanguard Core-Plus Bond Fund by $3.4 Million

MorganRosel Wealth Management reduced its position in the Vanguard Core-Plus Bond Fund (VPLS) by $3.4 million during the first quarter of 2026, according to a recent SEC filing. The firm sold 43,013 shares, representing 1.33% of its 13F reportable assets under management. The transaction reflects a strategic adjustment amid rising interest rates.

By Sara Appino · Motley Fool · May 7, 2026, 14:50 UTC

Tickers: $VPLS

Topics: MorganRosel Wealth Management portfolio changes SEC filing Vanguard Core-Plus Bond Fund

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