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Concorde Asset Management’s Vanguard Core Bond ETF VCRB Stock Holding History

Concorde Asset 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
2026
Q1 		– Sell
-2,892
Closed -$225K – 249
2025
Q4 		$225K Sell
2,892
-374
-11% -$29.3K 0.09% 207
2025
Q3 		$256K Buy
+3,266
New +$253K 0.11% 185

Other funds holding VCRB

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
ACM
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
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return

Concorde Asset Management's VCRB Position: Q1 2026 in Review

Concorde Asset Management sold out of Vanguard Core Bond ETF (VCRB) in Q1 2026, closing a stake of 2,892 shares — an estimated $225K sold.

Concorde Asset Management first reported a position in VCRB in Q3 2025 and held it in 2 quarters. The position peaked at $256K in Q3 2025. 275 funds tracked by Wall St. Rank hold VCRB as of Q1 2026.

  • Concorde Asset Management reported no remaining Vanguard Core Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Concorde Asset Management sold 2,892 Vanguard Core Bond ETF shares in Q1 2026, an estimated $225K.
  • Concorde Asset Management first reported a position in Vanguard Core Bond ETF in Q3 2025 and held it in 2 quarters.
  • Concorde Asset Management's Vanguard Core Bond ETF position peaked at $256K in Q3 2025.
  • 275 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q1 2026.

Based on Concorde Asset Management's 13F filing for Q1 2026, filed 1 Jun 2026.