AJ Advisors’s Vanguard Core Bond ETF VCRB Stock Holding History

AJ 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 Q3	$11.4M	Buy	154,924 +6,347	+4%	+$481K	3.65%	11
2026 Q2	$11.5M	Buy	148,577 +5,830	+4%	+$450K	3.57%	11
2026 Q1	$11M	Buy	142,747 +4,297	+3%	+$335K	4.1%	10
2025 Q4	$10.8M	Buy	138,450 +9,544	+7%	+$748K	3.98%	10
2025 Q3	$10.1M	Buy	128,906 +2,220	+2%	+$172K	4.14%	9
2025 Q2	$9.8M	Buy	126,686 +9,443	+8%	+$724K	4.37%	9
2025 Q1	$9.08M	Buy	+117,243	New	+$8.97M	4.65%	9

Other funds holding VCRB

HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

AJ Advisors's VCRB Position: Q3 2026 in Review

AJ Advisors increased its Vanguard Core Bond ETF (VCRB) stake by 4.3% in Q3 2026, buying an estimated $481K and bringing the position to 154,924 shares worth $11.4M. The position accounts for 3.65% of the portfolio, ranked #11.

AJ Advisors first reported a position in VCRB in Q1 2025 and has held it in 7 quarters since. The position peaked at $11.5M in Q2 2026. 227 funds tracked by Wall St. Rank hold VCRB as of Q3 2026.

AJ Advisors held 154,924 shares of Vanguard Core Bond ETF worth $11.4M as of Q3 2026.
AJ Advisors bought 6,347 Vanguard Core Bond ETF shares in Q3 2026, an estimated $481K.
Vanguard Core Bond ETF made up 3.65% of AJ Advisors's portfolio in Q3 2026, its #11 holding.
AJ Advisors first reported a position in Vanguard Core Bond ETF in Q1 2025 and has held it in 7 quarters since.
AJ Advisors's Vanguard Core Bond ETF position peaked at $11.5M in Q2 2026.
227 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q3 2026.

Based on AJ Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.