Kestra Advisory Services’s Vanguard Core Bond ETF VCRB Stock Holding History

Kestra Advisory Services’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 Q2	$422K	Sell	5,458 -1,463	-21%	-$113K	﹤0.01%	2471
2026 Q1	$536K	Buy	6,921 +5,429	+364%	+$424K	﹤0.01%	2166
2025 Q4	$116K	Sell	1,492 -3,012	-67%	-$236K	﹤0.01%	3314
2025 Q3	$353K	Sell	4,504 -1,323	-23%	-$103K	﹤0.01%	2314
2025 Q2	$452K	Buy	+5,827	New	+$446K	﹤0.01%	2042

Other funds holding VCRB

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

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

Kestra Advisory Services's VCRB Position: Q2 2026 in Review

Kestra Advisory Services reduced its Vanguard Core Bond ETF (VCRB) stake by 21% in Q2 2026, selling an estimated $113K and leaving 5,458 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #2471.

Kestra Advisory Services first reported a position in VCRB in Q2 2025 and has held it in 5 quarters since. The position peaked at $536K in Q1 2026. 306 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

Kestra Advisory Services held 5,458 shares of Vanguard Core Bond ETF worth $422K as of Q2 2026.
Kestra Advisory Services sold 1,463 Vanguard Core Bond ETF shares in Q2 2026, an estimated $113K.
Vanguard Core Bond ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2471 holding.
Kestra Advisory Services first reported a position in Vanguard Core Bond ETF in Q2 2025 and has held it in 5 quarters since.
Kestra Advisory Services's Vanguard Core Bond ETF position peaked at $536K in Q1 2026.
306 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.