Orion Portfolio Solutions’s Vanguard Core Bond ETF VCRB Stock Holding History

Orion Portfolio Solutions’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	$69.2M	Buy	+894,071	New	+$68.4M	0.68%	17

Other funds holding VCRB

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

Magnolia Wealth Management Dothan, Alabama $191M AUM 17.58% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Orion Portfolio Solutions's VCRB Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in Vanguard Core Bond ETF (VCRB) in Q1 2025: 894,071 shares worth $69.2M. The stake represents 0.68% of the portfolio and ranks #17 among its holdings.

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

Orion Portfolio Solutions held 894,071 shares of Vanguard Core Bond ETF worth $69.2M as of Q1 2025.
Vanguard Core Bond ETF was a new Orion Portfolio Solutions position in Q1 2025.
Vanguard Core Bond ETF made up 0.68% of Orion Portfolio Solutions's portfolio in Q1 2025, its #17 holding.
135 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.