CWM
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Centric Wealth Management’s Vanguard Core Bond ETF VCRB Stock Holding History

Centric Wealth Management’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 		$16.7M Buy
+220,113
New +$17M 2.6% 6

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

Centric Wealth Management's VCRB Position: Q2 2026 in Review

Centric Wealth Management opened a new position in Vanguard Core Bond ETF (VCRB) in Q2 2026: 220,113 shares worth $16.7M. The stake represents 2.6% of the portfolio and ranks #6 among its holdings.

306 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • Centric Wealth Management held 220,113 shares of Vanguard Core Bond ETF worth $16.7M as of Q2 2026.
  • Vanguard Core Bond ETF was a new Centric Wealth Management position in Q2 2026.
  • Vanguard Core Bond ETF made up 2.6% of Centric Wealth Management's portfolio in Q2 2026, its #6 holding.
  • 306 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Centric Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.