Seven Hills Financial, LLC’s Vanguard Core Bond ETF VCRB Stock Holding History

Seven Hills Financial, LLC’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 Q3	$21.3M	Buy	+289,006	New	+$21.9M	12.83%	1

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Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return

Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return

BankPlus Wealth Management Jackson, Mississippi $229M AUM 13.58% 1-Year Est. Return

GEN Financial Management Plymouth, Minnesota $185M AUM 9.54% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Seven Hills Financial, LLC's VCRB Position: Q3 2026 in Review

Seven Hills Financial, LLC opened a new position in Vanguard Core Bond ETF (VCRB) in Q3 2026: 289,006 shares worth $21.3M. The stake represents 12.83% of the portfolio and ranks #1 among its holdings.

28 funds tracked by Wall St. Rank hold VCRB as of Q3 2026.

Seven Hills Financial, LLC held 289,006 shares of Vanguard Core Bond ETF worth $21.3M as of Q3 2026.
Vanguard Core Bond ETF was a new Seven Hills Financial, LLC position in Q3 2026.
Vanguard Core Bond ETF made up 12.83% of Seven Hills Financial, LLC's portfolio in Q3 2026, its #1 holding.
28 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q3 2026.

Based on Seven Hills Financial, LLC's 13F filing for Q3 2026, filed 13 Oct 2026.