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Daner Wealth Management’s Vanguard Core Bond ETF VCRB Stock Holding History

Daner Wealth Management’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 		$803K Buy
10,434
+208
+2% +$16.2K 0.47% 29
2025
Q4 		$801K Sell
10,226
-1,658
-14% -$130K 0.49% 28
2025
Q3 		$939K Buy
11,884
+18
+0.2% +$1.4K 0.61% 24
2025
Q2 		$919K Buy
+11,866
New +$909K 0.63% 25
2024
Q4 		$347K Buy
+4,541
New +$351K 0.25% 43

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

Daner Wealth Management's VCRB Position: Q1 2026 in Review

Daner Wealth Management increased its Vanguard Core Bond ETF (VCRB) stake by 2% in Q1 2026, buying an estimated $16.2K and bringing the position to 10,434 shares worth $803K. The position accounts for 0.47% of the portfolio, ranked #29.

Daner Wealth Management first reported a position in VCRB in Q4 2024 and has held it in 5 quarters since. The position peaked at $939K in Q3 2025. 275 funds tracked by Wall St. Rank hold VCRB as of Q1 2026.

  • Daner Wealth Management held 10,434 shares of Vanguard Core Bond ETF worth $803K as of Q1 2026.
  • Daner Wealth Management bought 208 Vanguard Core Bond ETF shares in Q1 2026, an estimated $16.2K.
  • Vanguard Core Bond ETF made up 0.47% of Daner Wealth Management's portfolio in Q1 2026, its #29 holding.
  • Daner Wealth Management first reported a position in Vanguard Core Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • Daner Wealth Management's Vanguard Core Bond ETF position peaked at $939K in Q3 2025.
  • 275 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q1 2026.

Based on Daner Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.