Daner Wealth Management
VCRB icon

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
Q3 		$1.01M Sell
13,654
-1,577
-10% -$119K 0.56% 27
2026
Q2 		$1.16M Buy
15,231
+4,797
+46% +$370K 0.63% 22
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

HBK Sorce Advisory
HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Martel Wealth Advisors
Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Diversified Portfolios Inc
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Greenspring Advisors
Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return
BLB&B Advisors
BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

Daner Wealth Management's VCRB Position: Q3 2026 in Review

Daner Wealth Management reduced its Vanguard Core Bond ETF (VCRB) stake by 10% in Q3 2026, selling an estimated $119K and leaving 13,654 shares worth $1.01M. The position accounts for 0.56% of the portfolio, ranked #27.

Daner Wealth Management first reported a position in VCRB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.16M in Q2 2026. 279 funds tracked by Wall St. Rank hold VCRB as of Q3 2026.

  • Daner Wealth Management held 13,654 shares of Vanguard Core Bond ETF worth $1.01M as of Q3 2026.
  • Daner Wealth Management sold 1,577 Vanguard Core Bond ETF shares in Q3 2026, an estimated $119K.
  • Vanguard Core Bond ETF made up 0.56% of Daner Wealth Management's portfolio in Q3 2026, its #27 holding.
  • Daner Wealth Management first reported a position in Vanguard Core Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Daner Wealth Management's Vanguard Core Bond ETF position peaked at $1.16M in Q2 2026.
  • 279 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q3 2026.

Based on Daner Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.