AWS
VCRB icon

Atria Wealth Solutions’s Vanguard Core Bond ETF VCRB Stock Holding History

Atria Wealth Solutions’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
Q2 		$520K Sell
6,701
-5,189
-44% -$398K 0.01% 895
2025
Q1 		$921K Buy
+11,890
New +$910K 0.01% 923

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
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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return
SHWM
Smith & Howard Wealth Management Atlanta, Georgia $503M AUM 15.12% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atria Wealth Solutions's VCRB Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Vanguard Core Bond ETF (VCRB) stake by 44% in Q2 2025, selling an estimated $398K and leaving 6,701 shares worth $520K. The position accounts for 0.01% of the portfolio, ranked #895.

Atria Wealth Solutions first reported a position in VCRB in Q1 2025 and has held it in 2 quarters since. The position peaked at $921K in Q1 2025. 169 funds tracked by Wall St. Rank hold VCRB as of Q2 2025.

  • Atria Wealth Solutions held 6,701 shares of Vanguard Core Bond ETF worth $520K as of Q2 2025.
  • Atria Wealth Solutions sold 5,189 Vanguard Core Bond ETF shares in Q2 2025, an estimated $398K.
  • Vanguard Core Bond ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #895 holding.
  • Atria Wealth Solutions first reported a position in Vanguard Core Bond ETF in Q1 2025 and has held it in 2 quarters since.
  • Atria Wealth Solutions's Vanguard Core Bond ETF position peaked at $921K in Q1 2025.
  • 169 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.