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Signature Estate & Investment Advisors’s Vanguard Core Bond ETF VCRB Stock Holding History

Signature Estate & 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
Q2 		– Sell
-6,831
Closed -$529K – 703
2026
Q1 		$529K Sell
6,831
-19
-0.3% -$1.48K 0.01% 409
2025
Q4 		$534K Buy
6,850
+117
+2% +$9.17K 0.01% 379
2025
Q3 		$528K Buy
6,733
+476
+8% +$36.9K 0.01% 374
2025
Q2 		$485K Buy
+6,257
New +$479K 0.01% 367

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SHWM
Smith & Howard Wealth Management Atlanta, Georgia $503M AUM 15.12% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.73B AUM 25.76% 1-Year Est. Return

Signature Estate & Investment Advisors's VCRB Position: Q2 2026 in Review

Signature Estate & Investment Advisors sold out of Vanguard Core Bond ETF (VCRB) in Q2 2026, closing a stake of 6,831 shares — an estimated $529K sold.

Signature Estate & Investment Advisors first reported a position in VCRB in Q2 2025 and held it in 4 quarters. The position peaked at $534K in Q4 2025. 195 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • Signature Estate & Investment Advisors reported no remaining Vanguard Core Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 6,831 Vanguard Core Bond ETF shares in Q2 2026, an estimated $529K.
  • Signature Estate & Investment Advisors first reported a position in Vanguard Core Bond ETF in Q2 2025 and held it in 4 quarters.
  • Signature Estate & Investment Advisors's Vanguard Core Bond ETF position peaked at $534K in Q4 2025.
  • 195 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.