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UP Strategic Wealth Investment Advisors’s Vanguard Core Bond ETF VCRB Stock Holding History

UP Strategic Wealth 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 		$9.29M Buy
120,396
+29,276
+32% +$2.28M 5.85% 3
2025
Q4 		$7.12M Buy
91,120
+923
+1% +$72.3K 5.17% 4
2025
Q3 		$7.1M Buy
90,197
+9,312
+12% +$723K 5.32% 5
2025
Q2 		$6.28M Buy
80,885
+5,611
+7% +$430K 4.89% 5
2025
Q1 		$5.83M Buy
75,274
+23,451
+45% +$1.79M 5.18% 4
2024
Q4 		$3.93M Sell
51,823
-653
-1% -$50.4K 3.93% 8
2024
Q3 		$4.16M Buy
+52,476
New +$4.1M 4.65% 7

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 $58.2B AUM 22.78% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return

UP Strategic Wealth Investment Advisors's VCRB Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors increased its Vanguard Core Bond ETF (VCRB) stake by 32% in Q1 2026, buying an estimated $2.28M and bringing the position to 120,396 shares worth $9.29M. The position accounts for 5.85% of the portfolio, ranked #3.

UP Strategic Wealth Investment Advisors first reported a position in VCRB in Q3 2024 and has held it in 7 quarters since. 275 funds tracked by Wall St. Rank hold VCRB as of Q1 2026.

  • UP Strategic Wealth Investment Advisors held 120,396 shares of Vanguard Core Bond ETF worth $9.29M as of Q1 2026.
  • UP Strategic Wealth Investment Advisors bought 29,276 Vanguard Core Bond ETF shares in Q1 2026, an estimated $2.28M.
  • Vanguard Core Bond ETF made up 5.85% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #3 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in Vanguard Core Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 275 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.