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Approach Retirement Advisors’s Vanguard Core Bond ETF VCRB Stock Holding History

Approach Retirement 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
Q2 		$315K Sell
4,084
-1
-0% -$77 0.23% 66
2026
Q1 		$316K Hold
4,085
– – 0.26% 65
2025
Q4 		$318K Buy
+4,085
New +$320K 0.27% 67

Other funds holding VCRB

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
SHWM
Smith & Howard Wealth Management Atlanta, Georgia $503M AUM 15.12% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.73B AUM 25.76% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
MWM
Magnolia Wealth Management Dothan, Alabama $191M AUM 17.58% 1-Year Est. Return

Approach Retirement Advisors's VCRB Position: Q2 2026 in Review

Approach Retirement Advisors reduced its Vanguard Core Bond ETF (VCRB) stake by 0.02% in Q2 2026, selling an estimated $77 and leaving 4,084 shares worth $315K. The position accounts for 0.23% of the portfolio, ranked #66.

Approach Retirement Advisors first reported a position in VCRB in Q4 2025 and has held it in 3 quarters since. The position peaked at $318K in Q4 2025. 171 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • Approach Retirement Advisors held 4,084 shares of Vanguard Core Bond ETF worth $315K as of Q2 2026.
  • Approach Retirement Advisors sold 1 Vanguard Core Bond ETF share in Q2 2026, an estimated $77.
  • Vanguard Core Bond ETF made up 0.23% of Approach Retirement Advisors's portfolio in Q2 2026, its #66 holding.
  • Approach Retirement Advisors first reported a position in Vanguard Core Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Approach Retirement Advisors's Vanguard Core Bond ETF position peaked at $318K in Q4 2025.
  • 171 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.