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CWS Financial Advisors’s Vanguard Core Bond ETF VCRB Stock Holding History

CWS Financial 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
Q1 		$249K Sell
3,218
-99
-3% -$7.73K 0.06% 134
2025
Q4 		$258K Buy
3,317
+504
+18% +$39.5K 0.07% 129
2025
Q3 		$221K Buy
+2,813
New +$218K 0.06% 133

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

CWS Financial Advisors's VCRB Position: Q1 2026 in Review

CWS Financial Advisors reduced its Vanguard Core Bond ETF (VCRB) stake by 3% in Q1 2026, selling an estimated $7.73K and leaving 3,218 shares worth $249K. The position accounts for 0.06% of the portfolio, ranked #134.

CWS Financial Advisors first reported a position in VCRB in Q3 2025 and has held it in 3 quarters since. The position peaked at $258K in Q4 2025. 275 funds tracked by Wall St. Rank hold VCRB as of Q1 2026.

  • CWS Financial Advisors held 3,218 shares of Vanguard Core Bond ETF worth $249K as of Q1 2026.
  • CWS Financial Advisors sold 99 Vanguard Core Bond ETF shares in Q1 2026, an estimated $7.73K.
  • Vanguard Core Bond ETF made up 0.06% of CWS Financial Advisors's portfolio in Q1 2026, its #134 holding.
  • CWS Financial Advisors first reported a position in Vanguard Core Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • CWS Financial Advisors's Vanguard Core Bond ETF position peaked at $258K in Q4 2025.
  • 275 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.