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

Spire 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
Q2 		– Sell
-396
Closed -$30.7K – 2575
2025
Q1 		$30.7K Buy
+396
New +$30.3K ﹤0.01% 1463

Other funds holding VCRB

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return
SHWM
Smith & Howard Wealth Management Atlanta, Georgia $462M AUM 12.39% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Spire Wealth Management's VCRB Position: Q2 2025 in Review

Spire Wealth Management sold out of Vanguard Core Bond ETF (VCRB) in Q2 2025, closing a stake of 396 shares — an estimated $30.7K sold.

Spire Wealth Management first reported a position in VCRB in Q1 2025 and held it in 1 quarter. The position peaked at $30.7K in Q1 2025. 169 funds tracked by Wall St. Rank hold VCRB as of Q2 2025.

  • Spire Wealth Management reported no remaining Vanguard Core Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 396 Vanguard Core Bond ETF shares in Q2 2025, an estimated $30.7K.
  • Spire Wealth Management first reported a position in Vanguard Core Bond ETF in Q1 2025 and held it in 1 quarter.
  • Spire Wealth Management's Vanguard Core Bond ETF position peaked at $30.7K in Q1 2025.
  • 169 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.