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Steward Partners Investment Advisory’s Vanguard Core Bond ETF VCRB Stock Holding History

Steward Partners Investment Advisory’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 		$50K Hold
646
– – ﹤0.01% 2782
2025
Q4 		$50.3K Buy
+646
New +$50.6K ﹤0.01% 2664

Other funds holding VCRB

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NL
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
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

Steward Partners Investment Advisory's VCRB Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Vanguard Core Bond ETF (VCRB) position steady in Q1 2026 at 646 shares worth $50K. The position accounts for ﹤0.01% of the portfolio, ranked #2782.

Steward Partners Investment Advisory first reported a position in VCRB in Q4 2025 and has held it in 2 quarters since. The position peaked at $50.3K in Q4 2025. 275 funds tracked by Wall St. Rank hold VCRB as of Q1 2026.

  • Steward Partners Investment Advisory held 646 shares of Vanguard Core Bond ETF worth $50K as of Q1 2026.
  • Steward Partners Investment Advisory left its Vanguard Core Bond ETF share count unchanged in Q1 2026.
  • Vanguard Core Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2782 holding.
  • Steward Partners Investment Advisory first reported a position in Vanguard Core Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Steward Partners Investment Advisory's Vanguard Core Bond ETF position peaked at $50.3K in Q4 2025.
  • 275 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.