RWM
VCRB icon

Rialto Wealth Management’s Vanguard Core Bond ETF VCRB Stock Holding History

Rialto Wealth Management’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
Q4 		– Sell
-328
Closed -$25.7K – 1810
2025
Q3 		$25.7K Sell
328
-3,099
-90% -$241K 0.01% 325
2025
Q2 		$266K Hold
3,427
– – 0.07% 130
2025
Q1 		$265K Hold
3,427
– – 0.08% 125
2024
Q4 		$260K Buy
+3,427
New +$265K 0.09% 134

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 America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
SHWM
Smith & Howard Wealth Management Atlanta, Georgia $503M AUM 15.12% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Rialto Wealth Management's VCRB Position: Q4 2025 in Review

Rialto Wealth Management sold out of Vanguard Core Bond ETF (VCRB) in Q4 2025, closing a stake of 328 shares — an estimated $25.7K sold.

Rialto Wealth Management first reported a position in VCRB in Q4 2024 and held it in 4 quarters. The position peaked at $266K in Q2 2025. 245 funds tracked by Wall St. Rank hold VCRB as of Q4 2025.

  • Rialto Wealth Management reported no remaining Vanguard Core Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Rialto Wealth Management sold 328 Vanguard Core Bond ETF shares in Q4 2025, an estimated $25.7K.
  • Rialto Wealth Management first reported a position in Vanguard Core Bond ETF in Q4 2024 and held it in 4 quarters.
  • Rialto Wealth Management's Vanguard Core Bond ETF position peaked at $266K in Q2 2025.
  • 245 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q4 2025.

Based on Rialto Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.