GVAG
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Great Valley Advisor Group’s Vanguard Core Bond ETF VCRB Stock Holding History

Great Valley Advisor 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
2025
Q1 		– Sell
-3,242
Closed -$246K – 910
2024
Q4 		$246K Buy
+3,242
New +$250K 0.01% 753

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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return
MWM
Magnolia Wealth Management Dothan, Alabama $191M AUM 17.58% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Great Valley Advisor Group's VCRB Position: Q1 2025 in Review

Great Valley Advisor Group sold out of Vanguard Core Bond ETF (VCRB) in Q1 2025, closing a stake of 3,242 shares — an estimated $246K sold.

Great Valley Advisor Group first reported a position in VCRB in Q4 2024 and held it in 1 quarter. The position peaked at $246K in Q4 2024. 135 funds tracked by Wall St. Rank hold VCRB as of Q1 2025.

  • Great Valley Advisor Group reported no remaining Vanguard Core Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Great Valley Advisor Group sold 3,242 Vanguard Core Bond ETF shares in Q1 2025, an estimated $246K.
  • Great Valley Advisor Group first reported a position in Vanguard Core Bond ETF in Q4 2024 and held it in 1 quarter.
  • Great Valley Advisor Group's Vanguard Core Bond ETF position peaked at $246K in Q4 2024.
  • 135 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q1 2025.

Based on Great Valley Advisor Group's 13F filing for Q1 2025, filed 8 May 2025.