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Coldstream Capital Management’s Vanguard Core Bond ETF VCRB Stock Holding History

Coldstream Capital Management’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 		– Sell
-648
Closed -$50.2K – 3267
2025
Q1 		$50.2K Buy
+648
New +$49.6K ﹤0.01% 1708

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

Coldstream Capital Management's VCRB Position: Q2 2025 in Review

Coldstream Capital Management sold out of Vanguard Core Bond ETF (VCRB) in Q2 2025, closing a stake of 648 shares — an estimated $50.2K sold.

Coldstream Capital Management first reported a position in VCRB in Q1 2025 and held it in 1 quarter. The position peaked at $50.2K in Q1 2025. 169 funds tracked by Wall St. Rank hold VCRB as of Q2 2025.

  • Coldstream Capital Management reported no remaining Vanguard Core Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 648 Vanguard Core Bond ETF shares in Q2 2025, an estimated $50.2K.
  • Coldstream Capital Management first reported a position in Vanguard Core Bond ETF in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Vanguard Core Bond ETF position peaked at $50.2K in Q1 2025.
  • 169 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.