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Capital Analysts LLC’s Vanguard Core Bond ETF VCRB Stock Holding History

Capital Analysts 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 		$113K Buy
1,466
+17
+1% +$1.31K ﹤0.01% 805
2026
Q1 		$112K Buy
1,449
+10
+0.7% +$780 ﹤0.01% 770
2025
Q4 		$112K Buy
1,439
+23
+2% +$1.8K ﹤0.01% 742
2025
Q3 		$111K Buy
+1,416
New +$110K ﹤0.01% 706

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

Capital Analysts LLC's VCRB Position: Q2 2026 in Review

Capital Analysts LLC increased its Vanguard Core Bond ETF (VCRB) stake by 1.2% in Q2 2026, buying an estimated $1.31K and bringing the position to 1,466 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

Capital Analysts LLC first reported a position in VCRB in Q3 2025 and has held it in 4 quarters since. 306 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • Capital Analysts LLC held 1,466 shares of Vanguard Core Bond ETF worth $113K as of Q2 2026.
  • Capital Analysts LLC bought 17 Vanguard Core Bond ETF shares in Q2 2026, an estimated $1.31K.
  • Vanguard Core Bond ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #805 holding.
  • Capital Analysts LLC first reported a position in Vanguard Core Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 306 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.