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Cornerstone Wealth Group’s Vanguard Core Bond ETF VCRB Stock Holding History

Cornerstone Wealth Group’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
Q1 		$25.8M Buy
332,723
+30,146
+10% +$2.35M 1.66% 10
2025
Q4 		$23.6M Buy
302,577
+16,143
+6% +$1.27M 1.61% 11
2025
Q3 		$22.5M Buy
286,434
+7,767
+3% +$603K 1.52% 13
2025
Q2 		$21.6M Buy
278,667
+1,399
+0.5% +$107K 1.62% 10
2025
Q1 		$21.5M Buy
+277,268
New +$21.2M 1.78% 8

Other funds holding VCRB

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return

Cornerstone Wealth Group's VCRB Position: Q1 2026 in Review

Cornerstone Wealth Group increased its Vanguard Core Bond ETF (VCRB) stake by 10% in Q1 2026, buying an estimated $2.35M and bringing the position to 332,723 shares worth $25.8M. The position accounts for 1.66% of the portfolio, ranked #10.

Cornerstone Wealth Group first reported a position in VCRB in Q1 2025 and has held it in 5 quarters since. 275 funds tracked by Wall St. Rank hold VCRB as of Q1 2026.

  • Cornerstone Wealth Group held 332,723 shares of Vanguard Core Bond ETF worth $25.8M as of Q1 2026.
  • Cornerstone Wealth Group bought 30,146 Vanguard Core Bond ETF shares in Q1 2026, an estimated $2.35M.
  • Vanguard Core Bond ETF made up 1.66% of Cornerstone Wealth Group's portfolio in Q1 2026, its #10 holding.
  • Cornerstone Wealth Group first reported a position in Vanguard Core Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 275 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.