Conservest Capital Advisors’s Vanguard Core Bond ETF VCRB Stock Holding History

Conservest Capital 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	$17.4M	Buy	224,673 +15,593	+7%	+$1.2M	1.38%	16
2026 Q1	$16.2M	Buy	209,080 +121,835	+140%	+$9.51M	1.47%	17
2025 Q4	$6.8M	Buy	87,245 +62,146	+248%	+$4.87M	0.61%	23
2025 Q3	$1.97M	Buy	25,099 +8,230	+49%	+$639K	0.18%	39
2025 Q2	$1.31M	Buy	+16,869	New	+$1.29M	0.13%	45

Other funds holding VCRB

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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

Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return

OFS

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

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

MWM

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

NECFA

New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return

TFG

Tilson Financial Group New Providence, New Jersey $364M AUM 16.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Conservest Capital Advisors's VCRB Position: Q2 2026 in Review

Conservest Capital Advisors increased its Vanguard Core Bond ETF (VCRB) stake by 7.5% in Q2 2026, buying an estimated $1.2M and bringing the position to 224,673 shares worth $17.4M. The position accounts for 1.38% of the portfolio, ranked #16.

Conservest Capital Advisors first reported a position in VCRB in Q2 2025 and has held it in 5 quarters since. 148 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

Conservest Capital Advisors held 224,673 shares of Vanguard Core Bond ETF worth $17.4M as of Q2 2026.
Conservest Capital Advisors bought 15,593 Vanguard Core Bond ETF shares in Q2 2026, an estimated $1.2M.
Vanguard Core Bond ETF made up 1.38% of Conservest Capital Advisors's portfolio in Q2 2026, its #16 holding.
Conservest Capital Advisors first reported a position in Vanguard Core Bond ETF in Q2 2025 and has held it in 5 quarters since.
148 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Conservest Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.