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Bogart Wealth LLC’s Vanguard Core Bond ETF VCRB Stock Holding History

Bogart Wealth LLC’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 		$5.51M Buy
71,345
+5,780
+9% +$446K 0.19% 102
2026
Q1 		$5.07M Buy
65,565
+5,092
+8% +$397K 0.2% 98
2025
Q4 		$4.71M Buy
60,473
+4,248
+8% +$333K 0.19% 99
2025
Q3 		$4.41M Buy
56,225
+7,343
+15% +$570K 0.18% 98
2025
Q2 		$3.79M Buy
48,882
+7,833
+19% +$600K 0.16% 101
2025
Q1 		$3.18M Buy
+41,049
New +$3.14M 0.15% 100

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

Bogart Wealth LLC's VCRB Position: Q2 2026 in Review

Bogart Wealth LLC increased its Vanguard Core Bond ETF (VCRB) stake by 8.8% in Q2 2026, buying an estimated $446K and bringing the position to 71,345 shares worth $5.51M. The position accounts for 0.19% of the portfolio, ranked #102.

Bogart Wealth LLC first reported a position in VCRB in Q1 2025 and has held it in 6 quarters since. 307 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • Bogart Wealth LLC held 71,345 shares of Vanguard Core Bond ETF worth $5.51M as of Q2 2026.
  • Bogart Wealth LLC bought 5,780 Vanguard Core Bond ETF shares in Q2 2026, an estimated $446K.
  • Vanguard Core Bond ETF made up 0.19% of Bogart Wealth LLC's portfolio in Q2 2026, its #102 holding.
  • Bogart Wealth LLC first reported a position in Vanguard Core Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 307 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.