Chicago Partners Investment Group’s Vanguard Core Bond ETF VCRB Stock Holding History

Chicago Partners Investment Group’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	$13.5M	Buy	174,038 +29,646	+21%	+$2.31M	0.3%	66
2025 Q4	$11.3M	Buy	144,392 +25,296	+21%	+$1.98M	0.28%	75
2025 Q3	$9.42M	Buy	119,096 +11,592	+11%	+$900K	0.25%	77
2025 Q2	$8.28M	Buy	107,504 +97,460	+970%	+$7.47M	0.24%	84
2025 Q1	$771K	Buy	10,044 +1,512	+18%	+$116K	0.03%	416
2024 Q4	$644K	Buy	8,532 +1,789	+27%	+$138K	0.02%	442
2024 Q3	$521K	Buy	6,743 +3,400	+102%	+$265K	0.02%	479
2024 Q2	$258K	Buy	+3,343	New	+$252K	0.01%	637

Other funds holding VCRB

HBK Sorce Advisory Erie, Pennsylvania $4.9B AUM 16.64% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.52B AUM 20.48% 1-Year Est. Return

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

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return