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Beacon Pointe Advisors’s Vanguard Core Bond ETF VCRB Stock Holding History

Beacon Pointe Advisors’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 		$543K Sell
7,027
-629
-8% -$48.5K ﹤0.01% 1303
2026
Q1 		$592K Buy
+7,656
New +$598K ﹤0.01% 1224

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

Beacon Pointe Advisors's VCRB Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Vanguard Core Bond ETF (VCRB) stake by 8.2% in Q2 2026, selling an estimated $48.5K and leaving 7,027 shares worth $543K. The position accounts for ﹤0.01% of the portfolio, ranked #1303.

Beacon Pointe Advisors first reported a position in VCRB in Q1 2026 and has held it in 2 quarters since. The position peaked at $592K in Q1 2026. 306 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • Beacon Pointe Advisors held 7,027 shares of Vanguard Core Bond ETF worth $543K as of Q2 2026.
  • Beacon Pointe Advisors sold 629 Vanguard Core Bond ETF shares in Q2 2026, an estimated $48.5K.
  • Vanguard Core Bond ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1303 holding.
  • Beacon Pointe Advisors first reported a position in Vanguard Core Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Beacon Pointe Advisors's Vanguard Core Bond ETF position peaked at $592K in Q1 2026.
  • 306 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.