Olistico Wealth
VCRB icon

Olistico Wealth’s Vanguard Core Bond ETF VCRB Stock Holding History

Olistico Wealth’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
Q3 		$248K Buy
3,375
+1,089
+48% +$82.5K 0.1% 96
2026
Q2 		$177K Sell
2,286
-45
-2% -$3.47K 0.08% 107
2026
Q1 		$180K Buy
2,331
+224
+11% +$17.5K 0.09% 102
2025
Q4 		$164K Buy
+2,107
New +$165K 0.08% 102
2025
Q3 		– Sell
-2,005
Closed -$156K – 324
2025
Q2 		$156K Buy
2,005
+311
+18% +$23.8K 0.09% 107
2025
Q1 		$131K Buy
1,694
+423
+33% +$32.4K 0.08% 115
2024
Q4 		$96.4K Sell
1,271
-69
-5% -$5.33K 0.06% 128
2024
Q3 		$106K Buy
1,340
+771
+136% +$60.2K 0.06% 127
2024
Q2 		$43.3K Buy
+569
New +$42.9K 0.03% 171

Other funds holding VCRB

SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Martel Wealth Advisors
Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Verum Partners
Verum Partners Charlotte, North Carolina $623M AUM 13.08% 1-Year Est. Return
Boston Standard Wealth Management
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
Orrstown Financial Services
Orrstown Financial Services Harrisburg, Pennsylvania $667M AUM 15.8% 1-Year Est. Return
Pacific Sage Partners
Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return
Mills Wealth Advisors
Mills Wealth Advisors Southlake, Texas $316M AUM 8.08% 1-Year Est. Return
Magnolia Wealth Management
Magnolia Wealth Management Dothan, Alabama $191M AUM 9.47% 1-Year Est. Return

Olistico Wealth's VCRB Position: Q3 2026 in Review

Olistico Wealth increased its Vanguard Core Bond ETF (VCRB) stake by 48% in Q3 2026, buying an estimated $82.5K and bringing the position to 3,375 shares worth $248K. The position accounts for 0.1% of the portfolio, ranked #96.

Olistico Wealth first reported a position in VCRB in Q2 2024 and has held it in 9 quarters since. 105 funds tracked by Wall St. Rank hold VCRB as of Q3 2026.

  • Olistico Wealth held 3,375 shares of Vanguard Core Bond ETF worth $248K as of Q3 2026.
  • Olistico Wealth bought 1,089 Vanguard Core Bond ETF shares in Q3 2026, an estimated $82.5K.
  • Vanguard Core Bond ETF made up 0.1% of Olistico Wealth's portfolio in Q3 2026, its #96 holding.
  • Olistico Wealth first reported a position in Vanguard Core Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 105 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.