LI
VCRB icon

LRI Investments’s Vanguard Core Bond ETF VCRB Stock Holding History

LRI Investments’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 		$346K Buy
4,481
+738
+20% +$57K 0.03% 232
2026
Q1 		$290K Buy
3,743
+77
+2% +$6.01K 0.03% 236
2025
Q4 		$286K Sell
3,666
-348
-9% -$27.3K 0.02% 236
2025
Q3 		$315K Buy
4,014
+1,400
+54% +$109K 0.03% 232
2025
Q2 		$203K Sell
2,614
-63
-2% -$4.83K 0.02% 284
2025
Q1 		$207K Buy
2,677
+336
+14% +$25.7K 0.02% 256
2024
Q4 		$177K Buy
2,341
+1,034
+79% +$79.8K 0.02% 297
2024
Q3 		$100K Buy
1,307
+163
+14% +$12.7K 0.01% 403
2024
Q2 		$87K Buy
1,144
+531
+87% +$40.1K 0.01% 405
2024
Q1 		$46.9K Buy
+613
New +$46.8K 0.01% 275

Other funds holding VCRB

MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
MWM
Magnolia Wealth Management Dothan, Alabama $191M AUM 17.58% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
QFPS
Quantum Financial Planning Services Spokane, Washington $323M AUM 14.02% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return