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Ariadne Wealth Management’s Vanguard Core Bond ETF VCRB Stock Holding History

Ariadne Wealth Management’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
2026
Q1 		$307K Hold
3,973
– – 0.14% 164
2025
Q4 		$312K Hold
3,973
– – 0.13% 166
2025
Q3 		$311K Hold
3,973
– – 0.14% 160
2025
Q2 		$309K Hold
3,973
– – 0.15% 150
2025
Q1 		$303K Buy
3,973
+420
+12% +$32.1K 0.16% 141
2024
Q4 		$271K Buy
+3,553
New +$274K 0.12% 165

Other funds holding VCRB

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return

Ariadne Wealth Management's VCRB Position: Q1 2026 in Review

Ariadne Wealth Management held its Vanguard Core Bond ETF (VCRB) position steady in Q1 2026 at 3,973 shares worth $307K. The position accounts for 0.14% of the portfolio, ranked #164.

Ariadne Wealth Management first reported a position in VCRB in Q4 2024 and has held it in 6 quarters since. The position peaked at $312K in Q4 2025. 275 funds tracked by Wall St. Rank hold VCRB as of Q1 2026.

  • Ariadne Wealth Management held 3,973 shares of Vanguard Core Bond ETF worth $307K as of Q1 2026.
  • Ariadne Wealth Management left its Vanguard Core Bond ETF share count unchanged in Q1 2026.
  • Vanguard Core Bond ETF made up 0.14% of Ariadne Wealth Management's portfolio in Q1 2026, its #164 holding.
  • Ariadne Wealth Management first reported a position in Vanguard Core Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Ariadne Wealth Management's Vanguard Core Bond ETF position peaked at $312K in Q4 2025.
  • 275 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.