CAPTRUST Financial Advisors
VCRB icon

CAPTRUST Financial Advisors’s Vanguard Core Bond ETF VCRB Stock Holding History

CAPTRUST Financial Advisors’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
Q3 		$539K Buy
7,320
+1,973
+37% +$149K ﹤0.01% 2169
2026
Q2 		$413K Buy
5,347
+666
+14% +$51.4K ﹤0.01% 2313
2026
Q1 		$362K Buy
4,681
+378
+9% +$29.5K ﹤0.01% 2258
2025
Q4 		$335K Buy
4,303
+503
+13% +$39.4K ﹤0.01% 2166
2025
Q3 		$298K Buy
+3,800
New +$295K ﹤0.01% 2171

Other funds holding VCRB

HBK Sorce Advisory
HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Martel Wealth Advisors
Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Diversified Portfolios Inc
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Greenspring Advisors
Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return
BLB&B Advisors
BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

CAPTRUST Financial Advisors's VCRB Position: Q3 2026 in Review

CAPTRUST Financial Advisors increased its Vanguard Core Bond ETF (VCRB) stake by 37% in Q3 2026, buying an estimated $149K and bringing the position to 7,320 shares worth $539K. The position accounts for ﹤0.01% of the portfolio, ranked #2169.

CAPTRUST Financial Advisors first reported a position in VCRB in Q3 2025 and has held it in 5 quarters since. 260 funds tracked by Wall St. Rank hold VCRB as of Q3 2026.

  • CAPTRUST Financial Advisors held 7,320 shares of Vanguard Core Bond ETF worth $539K as of Q3 2026.
  • CAPTRUST Financial Advisors bought 1,973 Vanguard Core Bond ETF shares in Q3 2026, an estimated $149K.
  • Vanguard Core Bond ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q3 2026, its #2169 holding.
  • CAPTRUST Financial Advisors first reported a position in Vanguard Core Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • 260 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.