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Cape Investment Advisory’s Vanguard Core Bond ETF VCRB Stock Holding History

Cape Investment Advisory’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 		$230K Sell
2,974
-178
-6% -$13.7K 0.06% 212
2026
Q1 		$244K Sell
3,152
-467
-13% -$36.4K 0.08% 201
2025
Q4 		$282K Buy
3,619
+393
+12% +$30.8K 0.09% 178
2025
Q3 		$253K Buy
3,226
+501
+18% +$38.9K 0.25% 94
2025
Q2 		$211K Buy
2,725
+2,528
+1,283% +$194K 0.08% 180
2025
Q1 		$15.3K Buy
+197
New +$15.1K 0.01% 532

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

Cape Investment Advisory's VCRB Position: Q2 2026 in Review

Cape Investment Advisory reduced its Vanguard Core Bond ETF (VCRB) stake by 5.6% in Q2 2026, selling an estimated $13.7K and leaving 2,974 shares worth $230K. The position accounts for 0.06% of the portfolio, ranked #212.

Cape Investment Advisory first reported a position in VCRB in Q1 2025 and has held it in 6 quarters since. The position peaked at $282K in Q4 2025. 310 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • Cape Investment Advisory held 2,974 shares of Vanguard Core Bond ETF worth $230K as of Q2 2026.
  • Cape Investment Advisory sold 178 Vanguard Core Bond ETF shares in Q2 2026, an estimated $13.7K.
  • Vanguard Core Bond ETF made up 0.06% of Cape Investment Advisory's portfolio in Q2 2026, its #212 holding.
  • Cape Investment Advisory first reported a position in Vanguard Core Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Cape Investment Advisory's Vanguard Core Bond ETF position peaked at $282K in Q4 2025.
  • 310 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.