Commonwealth Equity Services’s Vanguard Core Bond ETF VCRB Stock Holding History

Commonwealth Equity Services’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	$33.3M	Buy	431,363 +53,590	+14%	+$4.14M	0.04%	417
2026 Q1	$29.2M	Buy	377,773 +163,442	+76%	+$12.8M	0.04%	432
2025 Q4	$16.7M	Buy	214,331 +114,316	+114%	+$8.96M	0.02%	638
2025 Q3	$7.84M	Buy	100,015 +20,153	+25%	+$1.56M	0.01%	1062
2025 Q2	$6.2M	Buy	79,862 +6,399	+9%	+$490K	0.01%	1179
2025 Q1	$5.69M	Buy	73,463 +28,001	+62%	+$2.14M	0.01%	1200
2024 Q4	$3.45M	Buy	45,462 +20,335	+81%	+$1.57M	0.01%	1482
2024 Q3	$1.99M	Buy	25,127 +66	+0.3%	+$5.15K	﹤0.01%	1815
2024 Q2	$1.91M	Sell	25,061 -8,992	-26%	-$679K	﹤0.01%	1820
2024 Q1	$2.6M	Buy	34,053 +30,169	+777%	+$2.3M	﹤0.01%	1596
2023 Q4	$300K	Buy	+3,884	New	+$300K	﹤0.01%	3171

Other funds holding VCRB

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

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

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 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

Commonwealth Equity Services's VCRB Position: Q2 2026 in Review

Commonwealth Equity Services increased its Vanguard Core Bond ETF (VCRB) stake by 14% in Q2 2026, buying an estimated $4.14M and bringing the position to 431,363 shares worth $33.3M. The position accounts for 0.04% of the portfolio, ranked #417.

Commonwealth Equity Services first reported a position in VCRB in Q4 2023 and has held it in 11 quarters since. 307 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

Commonwealth Equity Services held 431,363 shares of Vanguard Core Bond ETF worth $33.3M as of Q2 2026.
Commonwealth Equity Services bought 53,590 Vanguard Core Bond ETF shares in Q2 2026, an estimated $4.14M.
Vanguard Core Bond ETF made up 0.04% of Commonwealth Equity Services's portfolio in Q2 2026, its #417 holding.
Commonwealth Equity Services first reported a position in Vanguard Core Bond ETF in Q4 2023 and has held it in 11 quarters since.
307 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.