Cornerstone Advisory’s Vanguard Core Bond ETF VCRB Stock Holding History

Cornerstone Advisory’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 Q3	$725K	Buy	9,850 +2,599	+36%	+$197K	0.06%	139
2026 Q2	$560K	Buy	7,251 +284	+4%	+$21.9K	0.05%	155
2026 Q1	$539K	Buy	6,967 +1,011	+17%	+$78.9K	0.05%	148
2025 Q4	$464K	Buy	5,956 +255	+4%	+$20K	0.04%	157
2025 Q3	$447K	Sell	5,701 -65	-1%	-$5.04K	0.04%	158
2025 Q2	$447K	Buy	5,766 +206	+4%	+$15.8K	0.05%	156
2025 Q1	$426K	Buy	5,560 +203	+4%	+$15.5K	0.05%	151
2024 Q4	$410K	Buy	5,357 +2,357	+79%	+$182K	0.05%	158
2024 Q3	$238K	Buy	+3,000	New	+$234K	0.03%	199

Other funds holding VCRB

HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

Cornerstone Advisory's VCRB Position: Q3 2026 in Review

Cornerstone Advisory increased its Vanguard Core Bond ETF (VCRB) stake by 36% in Q3 2026, buying an estimated $197K and bringing the position to 9,850 shares worth $725K. The position accounts for 0.06% of the portfolio, ranked #139.

Cornerstone Advisory first reported a position in VCRB in Q3 2024 and has held it in 9 quarters since. 195 funds tracked by Wall St. Rank hold VCRB as of Q3 2026.

Cornerstone Advisory held 9,850 shares of Vanguard Core Bond ETF worth $725K as of Q3 2026.
Cornerstone Advisory bought 2,599 Vanguard Core Bond ETF shares in Q3 2026, an estimated $197K.
Vanguard Core Bond ETF made up 0.06% of Cornerstone Advisory's portfolio in Q3 2026, its #139 holding.
Cornerstone Advisory first reported a position in Vanguard Core Bond ETF in Q3 2024 and has held it in 9 quarters since.
195 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.