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VCRB icon

GWN Securities’s Vanguard Core Bond ETF VCRB Stock Holding History

GWN Securities’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
-3,236
Closed -$251K – 710
2025
Q1 		$251K Buy
+3,236
New +$248K 0.01% 623

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

GWN Securities's VCRB Position: Q2 2025 in Review

GWN Securities sold out of Vanguard Core Bond ETF (VCRB) in Q2 2025, closing a stake of 3,236 shares — an estimated $251K sold.

GWN Securities first reported a position in VCRB in Q1 2025 and held it in 1 quarter. The position peaked at $251K in Q1 2025. 169 funds tracked by Wall St. Rank hold VCRB as of Q2 2025.

  • GWN Securities reported no remaining Vanguard Core Bond ETF position as of Q2 2025 after selling out during the quarter.
  • GWN Securities sold 3,236 Vanguard Core Bond ETF shares in Q2 2025, an estimated $251K.
  • GWN Securities first reported a position in Vanguard Core Bond ETF in Q1 2025 and held it in 1 quarter.
  • GWN Securities's Vanguard Core Bond ETF position peaked at $251K in Q1 2025.
  • 169 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.