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

Axxcess 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 		$5.09M Buy
+65,880
New +$5.08M 0.08% 223
2026
Q1 		– Sell
-35,884
Closed -$2.8M – 972
2025
Q4 		$2.8M Buy
35,884
+6,403
+22% +$502K 0.05% 313
2025
Q3 		$2.31M Buy
29,481
+5,221
+22% +$405K 0.05% 285
2025
Q2 		$1.88M Sell
24,260
-11,318
-32% -$867K 0.04% 301
2025
Q1 		$2.75M Buy
+35,578
New +$2.72M 0.07% 210

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

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

Axxcess Wealth Management opened a new position in Vanguard Core Bond ETF (VCRB) in Q2 2026: 65,880 shares worth $5.09M. The stake represents 0.08% of the portfolio and ranks #223 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in VCRB as recently as Q4 2025.

Axxcess Wealth Management first reported a position in VCRB in Q1 2025 and has held it in 5 quarters since. 307 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • Axxcess Wealth Management held 65,880 shares of Vanguard Core Bond ETF worth $5.09M as of Q2 2026.
  • Vanguard Core Bond ETF was a new Axxcess Wealth Management position in Q2 2026.
  • Vanguard Core Bond ETF made up 0.08% of Axxcess Wealth Management's portfolio in Q2 2026, its #223 holding.
  • Axxcess Wealth Management first reported a position in Vanguard Core Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 307 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.