Burton Enright Welch’s Vanguard Core Bond ETF VCRB Stock Holding History

Burton Enright Welch’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	$28.6M	Buy	370,543 +77,843	+27%	+$6.01M	3.36%	9
2026 Q1	$22.6M	Buy	292,700 +27,874	+11%	+$2.18M	3.08%	9
2025 Q4	$20.6M	Buy	264,826 +45,505	+21%	+$3.57M	2.9%	9
2025 Q3	$17.2M	Buy	219,321 +36,633	+20%	+$2.84M	2.6%	10
2025 Q2	$14.2M	Buy	182,688 +4,606	+3%	+$353K	2.46%	11
2025 Q1	$13.8M	Buy	178,082 +30,635	+21%	+$2.34M	2.8%	10
2024 Q4	$11.2M	Buy	147,447 +34,466	+31%	+$2.66M	2.35%	13
2024 Q3	$8.95M	Buy	112,981 +39,775	+54%	+$3.11M	1.92%	13
2024 Q2	$5.57M	Buy	73,206 +26,929	+58%	+$2.03M	1.28%	16
2024 Q1	$3.54M	Buy	46,277 +28,213	+156%	+$2.15M	0.85%	20
2023 Q4	$1.4M	Buy	+18,064	New	+$1.39M	0.37%	28

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

Burton Enright Welch's VCRB Position: Q2 2026 in Review

Burton Enright Welch increased its Vanguard Core Bond ETF (VCRB) stake by 27% in Q2 2026, buying an estimated $6.01M and bringing the position to 370,543 shares worth $28.6M. The position accounts for 3.36% of the portfolio, ranked #9.

Burton Enright Welch first reported a position in VCRB in Q4 2023 and has held it in 11 quarters since. 306 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

Burton Enright Welch held 370,543 shares of Vanguard Core Bond ETF worth $28.6M as of Q2 2026.
Burton Enright Welch bought 77,843 Vanguard Core Bond ETF shares in Q2 2026, an estimated $6.01M.
Vanguard Core Bond ETF made up 3.36% of Burton Enright Welch's portfolio in Q2 2026, its #9 holding.
Burton Enright Welch first reported a position in Vanguard Core Bond ETF in Q4 2023 and has held it in 11 quarters since.
306 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.