CF
VCRB icon

Conquis Financial’s Vanguard Core Bond ETF VCRB Stock Holding History

Conquis Financial’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 		$2.25M Buy
29,097
+2,379
+9% +$184K 1.81% 10
2026
Q1 		$2.07M Buy
26,718
+1,871
+8% +$146K 1.72% 11
2025
Q4 		$1.94M Buy
24,847
+1,179
+5% +$92.4K 1.66% 11
2025
Q3 		$1.86M Buy
+23,668
New +$1.84M 1.76% 11

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

Conquis Financial's VCRB Position: Q2 2026 in Review

Conquis Financial increased its Vanguard Core Bond ETF (VCRB) stake by 8.9% in Q2 2026, buying an estimated $184K and bringing the position to 29,097 shares worth $2.25M. The position accounts for 1.81% of the portfolio, ranked #10.

Conquis Financial first reported a position in VCRB in Q3 2025 and has held it in 4 quarters since. 307 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • Conquis Financial held 29,097 shares of Vanguard Core Bond ETF worth $2.25M as of Q2 2026.
  • Conquis Financial bought 2,379 Vanguard Core Bond ETF shares in Q2 2026, an estimated $184K.
  • Vanguard Core Bond ETF made up 1.81% of Conquis Financial's portfolio in Q2 2026, its #10 holding.
  • Conquis Financial first reported a position in Vanguard Core Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 307 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Conquis Financial's 13F filing for Q2 2026, filed 13 Aug 2026.