CGN Advisors’s Vanguard Core Bond ETF VCRB Stock Holding History

CGN 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 Q2	$25.8M	Buy	334,261 +13,574	+4%	+$1.05M	1.88%	12
2026 Q1	$24.8M	Buy	320,687 +41,412	+15%	+$3.23M	1.96%	11
2025 Q4	$21.8M	Buy	279,275 +19,999	+8%	+$1.57M	1.72%	11
2025 Q3	$20.3M	Buy	259,276 +81,434	+46%	+$6.32M	1.67%	12
2025 Q2	$13.8M	Sell	177,842 -36,080	-17%	-$2.76M	1.23%	17
2025 Q1	$16.6M	Buy	213,922 +27,476	+15%	+$2.1M	1.62%	13
2024 Q4	$14.1M	Buy	186,446 +53,306	+40%	+$4.12M	1.37%	16
2024 Q3	$10.5M	Buy	133,140 +72,475	+119%	+$5.66M	1.06%	20
2024 Q2	$4.61M	Buy	+60,665	New	+$4.58M	0.54%	40

Other funds holding VCRB

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

Magnolia Wealth Management Dothan, Alabama $191M AUM 17.58% 1-Year Est. Return

Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Quantum Financial Planning Services Spokane, Washington $323M AUM 14.02% 1-Year Est. Return

Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return