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VCRB icon

CreativeOne Wealth’s Vanguard Core Bond ETF VCRB Stock Holding History

CreativeOne Wealth’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 		$9.2M Sell
119,141
-2,613
-2% -$202K 0.2% 92
2026
Q1 		$9.42M Buy
121,754
+22,916
+23% +$1.79M 0.22% 85
2025
Q4 		$7.7M Buy
98,838
+10,904
+12% +$855K 0.19% 93
2025
Q3 		$6.89M Buy
87,934
+3,769
+4% +$293K 0.17% 106
2025
Q2 		$6.53M Buy
84,165
+24,317
+41% +$1.86M 0.17% 109
2025
Q1 		$4.63M Buy
+59,848
New +$4.58M 0.14% 145

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

CreativeOne Wealth's VCRB Position: Q2 2026 in Review

CreativeOne Wealth reduced its Vanguard Core Bond ETF (VCRB) stake by 2.1% in Q2 2026, selling an estimated $202K and leaving 119,141 shares worth $9.2M. The position accounts for 0.2% of the portfolio, ranked #92.

CreativeOne Wealth first reported a position in VCRB in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.42M in Q1 2026. 307 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • CreativeOne Wealth held 119,141 shares of Vanguard Core Bond ETF worth $9.2M as of Q2 2026.
  • CreativeOne Wealth sold 2,613 Vanguard Core Bond ETF shares in Q2 2026, an estimated $202K.
  • Vanguard Core Bond ETF made up 0.2% of CreativeOne Wealth's portfolio in Q2 2026, its #92 holding.
  • CreativeOne Wealth first reported a position in Vanguard Core Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • CreativeOne Wealth's Vanguard Core Bond ETF position peaked at $9.42M in Q1 2026.
  • 307 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.