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

Pinion 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	$6.56M	Sell	84,773 -787	-0.9%	-$61.4K	1.53%	15
2025 Q4	$6.66M	Sell	85,560 -1,879	-2%	-$147K	1.63%	9
2025 Q3	$6.91M	Sell	87,439 -1,416	-2%	-$110K	1.89%	7
2025 Q2	$6.89M	Sell	88,855 -89,251	-50%	-$6.84M	2.38%	7
2025 Q1	$13.8M	Buy	178,106 +80,040	+82%	+$6.12M	3.04%	6
2024 Q4	$7.43M	Sell	98,066 -1,735	-2%	-$134K	2.96%	4
2024 Q3	$7.9M	Buy	+99,801	New	+$7.79M	3.31%	3

Other funds holding VCRB

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Concord, California $49B AUM 17.78% 1-Year Est. Return

DPI

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return

Pinion Investment Advisors's VCRB Position: Q1 2026 in Review

Pinion Investment Advisors reduced its Vanguard Core Bond ETF (VCRB) stake by 0.92% in Q1 2026, selling an estimated $61.4K and leaving 84,773 shares worth $6.56M. The position accounts for 1.53% of the portfolio, ranked #15.

Pinion Investment Advisors first reported a position in VCRB in Q3 2024 and has held it in 7 quarters since. The position peaked at $13.8M in Q1 2025. 275 funds tracked by Wall St. Rank hold VCRB as of Q1 2026.

Pinion Investment Advisors held 84,773 shares of Vanguard Core Bond ETF worth $6.56M as of Q1 2026.
Pinion Investment Advisors sold 787 Vanguard Core Bond ETF shares in Q1 2026, an estimated $61.4K.
Vanguard Core Bond ETF made up 1.53% of Pinion Investment Advisors's portfolio in Q1 2026, its #15 holding.
Pinion Investment Advisors first reported a position in Vanguard Core Bond ETF in Q3 2024 and has held it in 7 quarters since.
Pinion Investment Advisors's Vanguard Core Bond ETF position peaked at $13.8M in Q1 2025.
275 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.