55 North Private Wealth’s Vanguard Core Bond ETF VCRB Stock Holding History

55 North Private Wealth’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	$4.87M	Buy	63,009 +11,861	+23%	+$915K	0.96%	17
2026 Q1	$3.96M	Buy	51,148 +1,869	+4%	+$146K	1.01%	18
2025 Q4	$3.84M	Buy	+49,279	New	+$3.86M	1.01%	18

Other funds holding VCRB

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

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 New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

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

55 North Private Wealth's VCRB Position: Q2 2026 in Review

55 North Private Wealth increased its Vanguard Core Bond ETF (VCRB) stake by 23% in Q2 2026, buying an estimated $915K and bringing the position to 63,009 shares worth $4.87M. The position accounts for 0.96% of the portfolio, ranked #17.

55 North Private Wealth first reported a position in VCRB in Q4 2025 and has held it in 3 quarters since. 305 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

55 North Private Wealth held 63,009 shares of Vanguard Core Bond ETF worth $4.87M as of Q2 2026.
55 North Private Wealth bought 11,861 Vanguard Core Bond ETF shares in Q2 2026, an estimated $915K.
Vanguard Core Bond ETF made up 0.96% of 55 North Private Wealth's portfolio in Q2 2026, its #17 holding.
55 North Private Wealth first reported a position in Vanguard Core Bond ETF in Q4 2025 and has held it in 3 quarters since.
305 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.