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Atria Investments’s Vanguard Core Bond ETF VCRB Stock Holding History

Atria Investments’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
Q2 		$1.19M Buy
15,462
+1,385
+10% +$107K 0.01% 1018
2026
Q1 		$1.09M Sell
14,077
-117
-0.8% -$9.13K 0.01% 1007
2025
Q4 		$1.11M Buy
14,194
+592
+4% +$46.4K 0.01% 1008
2025
Q3 		$1.07M Buy
13,602
+2,058
+18% +$160K 0.01% 1022
2025
Q2 		$896K Sell
11,544
-10,814
-48% -$829K 0.01% 1092
2025
Q1 		$1.73M Buy
+22,358
New +$1.71M 0.02% 762

Other funds holding VCRB

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
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

Atria Investments's VCRB Position: Q2 2026 in Review

Atria Investments increased its Vanguard Core Bond ETF (VCRB) stake by 9.8% in Q2 2026, buying an estimated $107K and bringing the position to 15,462 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #1018.

Atria Investments first reported a position in VCRB in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.73M in Q1 2025. 310 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • Atria Investments held 15,462 shares of Vanguard Core Bond ETF worth $1.19M as of Q2 2026.
  • Atria Investments bought 1,385 Vanguard Core Bond ETF shares in Q2 2026, an estimated $107K.
  • Vanguard Core Bond ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1018 holding.
  • Atria Investments first reported a position in Vanguard Core Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Atria Investments's Vanguard Core Bond ETF position peaked at $1.73M in Q1 2025.
  • 310 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.