MWA
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Medallion Wealth Advisors’s Vanguard Core Bond ETF VCRB Stock Holding History

Medallion Wealth Advisors’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 		$207K Buy
2,677
+251
+10% +$19.6K 0.07% 243
2025
Q4 		$189K Buy
2,426
+1,335
+122% +$105K 0.06% 248
2025
Q3 		$85.5K Sell
1,091
-11
-1% -$854 0.03% 377
2025
Q2 		$85.2K Buy
+1,102
New +$84.4K 0.03% 372

Other funds holding VCRB

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 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 $1.22B AUM 11.83% 1-Year Est. Return

Medallion Wealth Advisors's VCRB Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Vanguard Core Bond ETF (VCRB) stake by 10% in Q1 2026, buying an estimated $19.6K and bringing the position to 2,677 shares worth $207K. The position accounts for 0.07% of the portfolio, ranked #243.

Medallion Wealth Advisors first reported a position in VCRB in Q2 2025 and has held it in 4 quarters since. 275 funds tracked by Wall St. Rank hold VCRB as of Q1 2026.

  • Medallion Wealth Advisors held 2,677 shares of Vanguard Core Bond ETF worth $207K as of Q1 2026.
  • Medallion Wealth Advisors bought 251 Vanguard Core Bond ETF shares in Q1 2026, an estimated $19.6K.
  • Vanguard Core Bond ETF made up 0.07% of Medallion Wealth Advisors's portfolio in Q1 2026, its #243 holding.
  • Medallion Wealth Advisors first reported a position in Vanguard Core Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 275 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.