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Mid-American Wealth Advisory Group’s Vanguard Core Bond ETF VCRB Stock Holding History

Mid-American Wealth Advisory Group’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
Q3 		– Sell
-394
Closed -$30.6K – 313
2025
Q2 		$30.6K Buy
+394
New +$30.2K 0.01% 100

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
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
SHWM
Smith & Howard Wealth Management Atlanta, Georgia $503M AUM 15.12% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return

Mid-American Wealth Advisory Group's VCRB Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of Vanguard Core Bond ETF (VCRB) in Q3 2025, closing a stake of 394 shares — an estimated $30.6K sold.

Mid-American Wealth Advisory Group first reported a position in VCRB in Q2 2025 and held it in 1 quarter. The position peaked at $30.6K in Q2 2025. 202 funds tracked by Wall St. Rank hold VCRB as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining Vanguard Core Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 394 Vanguard Core Bond ETF shares in Q3 2025, an estimated $30.6K.
  • Mid-American Wealth Advisory Group first reported a position in Vanguard Core Bond ETF in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's Vanguard Core Bond ETF position peaked at $30.6K in Q2 2025.
  • 202 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.