AWM
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AE Wealth Management’s Vanguard Core Bond ETF VCRB Stock Holding History

AE Wealth 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
Q2 		$225K Buy
2,916
+862
+42% +$66.5K ﹤0.01% 1653
2026
Q1 		$159K Sell
2,054
-22
-1% -$1.72K ﹤0.01% 1663
2025
Q4 		$162K Buy
2,076
+198
+11% +$15.5K ﹤0.01% 1566
2025
Q3 		$147K Buy
1,878
+293
+18% +$22.7K ﹤0.01% 1469
2025
Q2 		$123K Sell
1,585
-492
-24% -$37.7K ﹤0.01% 1431
2025
Q1 		$161K Buy
+2,077
New +$159K ﹤0.01% 1335

Other funds holding VCRB

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
S
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
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
NL
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
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

AE Wealth Management's VCRB Position: Q2 2026 in Review

AE Wealth Management increased its Vanguard Core Bond ETF (VCRB) stake by 42% in Q2 2026, buying an estimated $66.5K and bringing the position to 2,916 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #1653.

AE Wealth Management first reported a position in VCRB in Q1 2025 and has held it in 6 quarters since. 310 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • AE Wealth Management held 2,916 shares of Vanguard Core Bond ETF worth $225K as of Q2 2026.
  • AE Wealth Management bought 862 Vanguard Core Bond ETF shares in Q2 2026, an estimated $66.5K.
  • Vanguard Core Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1653 holding.
  • AE Wealth Management first reported a position in Vanguard Core Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 310 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.