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Morningstar Investment Services’s Vanguard Core Bond ETF VCRB Stock Holding History

Morningstar Investment 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
2025
Q1 		$23M Buy
+297,313
New +$22.7M 4.22% 4

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
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return
MWM
Magnolia Wealth Management Dothan, Alabama $191M AUM 17.58% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morningstar Investment Services's VCRB Position: Q1 2025 in Review

Morningstar Investment Services opened a new position in Vanguard Core Bond ETF (VCRB) in Q1 2025: 297,313 shares worth $23M. The stake represents 4.22% of the portfolio and ranks #4 among its holdings.

135 funds tracked by Wall St. Rank hold VCRB as of Q1 2025.

  • Morningstar Investment Services held 297,313 shares of Vanguard Core Bond ETF worth $23M as of Q1 2025.
  • Vanguard Core Bond ETF was a new Morningstar Investment Services position in Q1 2025.
  • Vanguard Core Bond ETF made up 4.22% of Morningstar Investment Services's portfolio in Q1 2025, its #4 holding.
  • 135 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.