BIA
VCRB icon

Barry Investment Advisors’s Vanguard Core Bond ETF VCRB Stock Holding History

Barry Investment 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 		$14M Buy
180,906
+40,176
+29% +$3.1M 2.92% 13
2026
Q1 		$10.9M Buy
140,730
+19,299
+16% +$1.51M 2.4% 14
2025
Q4 		$9.46M Buy
121,431
+23,096
+23% +$1.81M 2.11% 15
2025
Q3 		$7.71M Buy
98,335
+25,104
+34% +$1.95M 1.77% 17
2025
Q2 		$5.68M Buy
73,231
+20,076
+38% +$1.54M 1.41% 18
2025
Q1 		$4.12M Buy
53,155
+7,369
+16% +$564K 1.09% 26
2024
Q4 		$3.47M Buy
45,786
+29,043
+173% +$2.24M 1.12% 27
2024
Q3 		$1.33M Buy
+16,743
New +$1.31M 0.41% 40

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

Barry Investment Advisors's VCRB Position: Q2 2026 in Review

Barry Investment Advisors increased its Vanguard Core Bond ETF (VCRB) stake by 29% in Q2 2026, buying an estimated $3.1M and bringing the position to 180,906 shares worth $14M. The position accounts for 2.92% of the portfolio, ranked #13.

Barry Investment Advisors first reported a position in VCRB in Q3 2024 and has held it in 8 quarters since. 306 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • Barry Investment Advisors held 180,906 shares of Vanguard Core Bond ETF worth $14M as of Q2 2026.
  • Barry Investment Advisors bought 40,176 Vanguard Core Bond ETF shares in Q2 2026, an estimated $3.1M.
  • Vanguard Core Bond ETF made up 2.92% of Barry Investment Advisors's portfolio in Q2 2026, its #13 holding.
  • Barry Investment Advisors first reported a position in Vanguard Core Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 306 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Barry Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.