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

Regal 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
-3,298
Closed -$257K – 678
2025
Q4 		$257K Sell
3,298
-3
-0.1% -$235 0.02% 546
2025
Q3 		$259K Buy
3,301
+19
+0.6% +$1.48K 0.02% 491
2025
Q2 		$255K Buy
+3,282
New +$251K 0.02% 458

Other funds holding VCRB

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 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 $1.38B AUM 14.49% 1-Year Est. Return

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

Regal Investment Advisors sold out of Vanguard Core Bond ETF (VCRB) in Q1 2026, closing a stake of 3,298 shares — an estimated $257K sold.

Regal Investment Advisors first reported a position in VCRB in Q2 2025 and held it in 3 quarters. The position peaked at $259K in Q3 2025. 276 funds tracked by Wall St. Rank hold VCRB as of Q1 2026.

  • Regal Investment Advisors reported no remaining Vanguard Core Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Regal Investment Advisors sold 3,298 Vanguard Core Bond ETF shares in Q1 2026, an estimated $257K.
  • Regal Investment Advisors first reported a position in Vanguard Core Bond ETF in Q2 2025 and held it in 3 quarters.
  • Regal Investment Advisors's Vanguard Core Bond ETF position peaked at $259K in Q3 2025.
  • 276 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.