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Advyzon Investment Management’s Vanguard Core Bond ETF VCRB Stock Holding History

Advyzon Investment 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
2026
Q1 		$678K Buy
8,761
+1,891
+28% +$148K 0.06% 304
2025
Q4 		$535K Buy
6,870
+110
+2% +$8.62K 0.06% 306
2025
Q3 		$530K Buy
6,760
+75
+1% +$5.82K 0.09% 216
2025
Q2 		$519K Buy
+6,685
New +$512K 0.11% 175

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
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

Advyzon Investment Management's VCRB Position: Q1 2026 in Review

Advyzon Investment Management increased its Vanguard Core Bond ETF (VCRB) stake by 28% in Q1 2026, buying an estimated $148K and bringing the position to 8,761 shares worth $678K. The position accounts for 0.06% of the portfolio, ranked #304.

Advyzon Investment Management first reported a position in VCRB in Q2 2025 and has held it in 4 quarters since. 275 funds tracked by Wall St. Rank hold VCRB as of Q1 2026.

  • Advyzon Investment Management held 8,761 shares of Vanguard Core Bond ETF worth $678K as of Q1 2026.
  • Advyzon Investment Management bought 1,891 Vanguard Core Bond ETF shares in Q1 2026, an estimated $148K.
  • Vanguard Core Bond ETF made up 0.06% of Advyzon Investment Management's portfolio in Q1 2026, its #304 holding.
  • Advyzon Investment Management first reported a position in Vanguard Core Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 275 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.