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

Bernard 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	$927	Hold	12	–	–	﹤0.01%	290
2026 Q1	$929	Hold	12	–	–	﹤0.01%	311
2025 Q4	$935	Hold	12	–	–	﹤0.01%	306
2025 Q3	$941	Hold	12	–	–	﹤0.01%	295
2025 Q2	$931	Hold	12	–	–	﹤0.01%	279
2025 Q1	$930	Hold	12	–	–	﹤0.01%	352
2024 Q4	$910	Buy	+12	New	+$927	﹤0.01%	288

Other funds holding VCRB

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

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

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 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

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

Bernard Wealth Management held its Vanguard Core Bond ETF (VCRB) position steady in Q2 2026 at 12 shares worth $927. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Bernard Wealth Management first reported a position in VCRB in Q4 2024 and has held it in 7 quarters since. The position peaked at $941 in Q3 2025. 307 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

Bernard Wealth Management held 12 shares of Vanguard Core Bond ETF worth $927 as of Q2 2026.
Bernard Wealth Management left its Vanguard Core Bond ETF share count unchanged in Q2 2026.
Vanguard Core Bond ETF made up ﹤0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #290 holding.
Bernard Wealth Management first reported a position in Vanguard Core Bond ETF in Q4 2024 and has held it in 7 quarters since.
Bernard Wealth Management's Vanguard Core Bond ETF position peaked at $941 in Q3 2025.
307 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.