Corient Private Wealth
VCRB icon

Corient Private Wealth’s Vanguard Core Bond ETF VCRB Stock Holding History

Corient Private Wealth’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
-7,688
Closed -$599K – 2996
2025
Q4 		$599K Buy
+7,688
New +$603K ﹤0.01% 1776
2025
Q3 		– Sell
-2,612
Closed -$203K – 2686
2025
Q2 		$203K Buy
2,612
+29
+1% +$2.22K ﹤0.01% 2233
2025
Q1 		$200K Buy
+2,583
New +$198K ﹤0.01% 2074

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
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 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

Corient Private Wealth's VCRB Position: Q1 2026 in Review

Corient Private Wealth sold out of Vanguard Core Bond ETF (VCRB) in Q1 2026, closing a stake of 7,688 shares — an estimated $599K sold.

Corient Private Wealth first reported a position in VCRB in Q1 2025 and held it in 3 quarters. The position peaked at $599K in Q4 2025. 276 funds tracked by Wall St. Rank hold VCRB as of Q1 2026.

  • Corient Private Wealth reported no remaining Vanguard Core Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Corient Private Wealth sold 7,688 Vanguard Core Bond ETF shares in Q1 2026, an estimated $599K.
  • Corient Private Wealth first reported a position in Vanguard Core Bond ETF in Q1 2025 and held it in 3 quarters.
  • Corient Private Wealth's Vanguard Core Bond ETF position peaked at $599K in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.