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Moneta Group Investment Advisors’s Vanguard Core Bond ETF VCRB Stock Holding History

Moneta Group Investment 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 		– Sell
-3,639
Closed -$283K – 858
2025
Q4 		$283K Hold
3,639
– – ﹤0.01% 648
2025
Q3 		$285K Buy
+3,639
New +$282K ﹤0.01% 637

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

Moneta Group Investment Advisors's VCRB Position: Q1 2026 in Review

Moneta Group Investment Advisors sold out of Vanguard Core Bond ETF (VCRB) in Q1 2026, closing a stake of 3,639 shares — an estimated $283K sold.

Moneta Group Investment Advisors first reported a position in VCRB in Q3 2025 and held it in 2 quarters. The position peaked at $285K in Q3 2025. 275 funds tracked by Wall St. Rank hold VCRB as of Q1 2026.

  • Moneta Group Investment Advisors reported no remaining Vanguard Core Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 3,639 Vanguard Core Bond ETF shares in Q1 2026, an estimated $283K.
  • Moneta Group Investment Advisors first reported a position in Vanguard Core Bond ETF in Q3 2025 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Vanguard Core Bond ETF position peaked at $285K in Q3 2025.
  • 275 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.