KWS
VCRB icon

Keystone Wealth Services’s Vanguard Core Bond ETF VCRB Stock Holding History

Keystone Wealth 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
Q1 		– Sell
-5,272
Closed -$411K – 325
2025
Q4 		$411K Sell
5,272
-762
-13% -$59.7K 0.09% 169
2025
Q3 		$473K Buy
6,034
+941
+18% +$73K 0.1% 189
2025
Q2 		$395K Buy
5,093
+1,542
+43% +$118K 0.1% 198
2025
Q1 		$275K Buy
+3,551
New +$272K 0.07% 218

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

Keystone Wealth Services's VCRB Position: Q1 2026 in Review

Keystone Wealth Services sold out of Vanguard Core Bond ETF (VCRB) in Q1 2026, closing a stake of 5,272 shares — an estimated $411K sold.

Keystone Wealth Services first reported a position in VCRB in Q1 2025 and held it in 4 quarters. The position peaked at $473K in Q3 2025. 276 funds tracked by Wall St. Rank hold VCRB as of Q1 2026.

  • Keystone Wealth Services reported no remaining Vanguard Core Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Keystone Wealth Services sold 5,272 Vanguard Core Bond ETF shares in Q1 2026, an estimated $411K.
  • Keystone Wealth Services first reported a position in Vanguard Core Bond ETF in Q1 2025 and held it in 4 quarters.
  • Keystone Wealth Services's Vanguard Core Bond ETF position peaked at $473K in Q3 2025.
  • 276 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.