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Asset Dedication LLC’s Vanguard Core Bond ETF VCRB Stock Holding History

Asset Dedication LLC’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
Q3 		– Sell
-720
Closed -$55.9K – 1241
2025
Q2 		$55.9K Buy
+720
New +$55.2K ﹤0.01% 502

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HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
SHWM
Smith & Howard Wealth Management Atlanta, Georgia $503M AUM 15.12% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return

Asset Dedication LLC's VCRB Position: Q3 2025 in Review

Asset Dedication LLC sold out of Vanguard Core Bond ETF (VCRB) in Q3 2025, closing a stake of 720 shares — an estimated $55.9K sold.

Asset Dedication LLC first reported a position in VCRB in Q2 2025 and held it in 1 quarter. The position peaked at $55.9K in Q2 2025. 202 funds tracked by Wall St. Rank hold VCRB as of Q3 2025.

  • Asset Dedication LLC reported no remaining Vanguard Core Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Asset Dedication LLC sold 720 Vanguard Core Bond ETF shares in Q3 2025, an estimated $55.9K.
  • Asset Dedication LLC first reported a position in Vanguard Core Bond ETF in Q2 2025 and held it in 1 quarter.
  • Asset Dedication LLC's Vanguard Core Bond ETF position peaked at $55.9K in Q2 2025.
  • 202 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q3 2025.

Based on Asset Dedication LLC's 13F filing for Q3 2025, filed 20 Nov 2025.