EWA
VCRB icon

EP Wealth Advisors’s Vanguard Core Bond ETF VCRB Stock Holding History

EP Wealth 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
2025
Q2 		– Sell
-3,054
Closed -$236K – 1478
2025
Q1 		$236K Sell
3,054
-661
-18% -$50.6K ﹤0.01% 1045
2024
Q4 		$282K Buy
+3,715
New +$287K ﹤0.01% 896

Other funds holding VCRB

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return
SHWM
Smith & Howard Wealth Management Atlanta, Georgia $462M AUM 12.39% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EP Wealth Advisors's VCRB Position: Q2 2025 in Review

EP Wealth Advisors sold out of Vanguard Core Bond ETF (VCRB) in Q2 2025, closing a stake of 3,054 shares — an estimated $236K sold.

EP Wealth Advisors first reported a position in VCRB in Q4 2024 and held it in 2 quarters. The position peaked at $282K in Q4 2024. 169 funds tracked by Wall St. Rank hold VCRB as of Q2 2025.

  • EP Wealth Advisors reported no remaining Vanguard Core Bond ETF position as of Q2 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 3,054 Vanguard Core Bond ETF shares in Q2 2025, an estimated $236K.
  • EP Wealth Advisors first reported a position in Vanguard Core Bond ETF in Q4 2024 and held it in 2 quarters.
  • EP Wealth Advisors's Vanguard Core Bond ETF position peaked at $282K in Q4 2024.
  • 169 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.