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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
Q2 		$257K Buy
3,329
+111
+3% +$8.57K 0.06% 151
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 $5.27B 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

CWS Financial Advisors's VCRB Position: Q2 2026 in Review

CWS Financial Advisors increased its Vanguard Core Bond ETF (VCRB) stake by 3.4% in Q2 2026, buying an estimated $8.57K and bringing the position to 3,329 shares worth $257K. The position accounts for 0.06% of the portfolio, ranked #151.

CWS Financial Advisors first reported a position in VCRB in Q3 2025 and has held it in 4 quarters since. The position peaked at $258K in Q4 2025. 307 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • CWS Financial Advisors held 3,329 shares of Vanguard Core Bond ETF worth $257K as of Q2 2026.
  • CWS Financial Advisors bought 111 Vanguard Core Bond ETF shares in Q2 2026, an estimated $8.57K.
  • Vanguard Core Bond ETF made up 0.06% of CWS Financial Advisors's portfolio in Q2 2026, its #151 holding.
  • CWS Financial Advisors first reported a position in Vanguard Core Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • CWS Financial Advisors's Vanguard Core Bond ETF position peaked at $258K in Q4 2025.
  • 307 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.