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American Trust’s Vanguard Core Bond ETF VCRB Stock Holding History

American Trust’s Portfolio VCRB Stock Details VCRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-390,716
Closed -$29.6M – 291
2024
Q4 		$29.6M Buy
+390,716
New +$30.2M 2.25% 11

Other funds holding VCRB

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return
MWM
Magnolia Wealth Management Dothan, Alabama $191M AUM 17.58% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

American Trust's VCRB Position: Q1 2025 in Review

American Trust sold out of Vanguard Core Bond ETF (VCRB) in Q1 2025, closing a stake of 390,716 shares — an estimated $29.6M sold.

American Trust first reported a position in VCRB in Q4 2024 and held it in 1 quarter. The position peaked at $29.6M in Q4 2024. 135 funds tracked by Wall St. Rank hold VCRB as of Q1 2025.

  • American Trust reported no remaining Vanguard Core Bond ETF position as of Q1 2025 after selling out during the quarter.
  • American Trust sold 390,716 Vanguard Core Bond ETF shares in Q1 2025, an estimated $29.6M.
  • American Trust first reported a position in Vanguard Core Bond ETF in Q4 2024 and held it in 1 quarter.
  • American Trust's Vanguard Core Bond ETF position peaked at $29.6M in Q4 2024.
  • 135 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q1 2025.

Based on American Trust's 13F filing for Q1 2025, filed 16 May 2025.