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Dickmeyer Boyce Financial Management’s Vanguard Core Bond ETF VCRB Stock Holding History

Dickmeyer Boyce Financial 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 		$3.35M Buy
45,493
+3,896
+9% +$295K 1.71% 17
2026
Q2 		$3.21M Buy
41,597
+7,578
+22% +$585K 1.66% 17
2026
Q1 		$2.63M Buy
+34,019
New +$2.65M 1.55% 18

Other funds holding VCRB

BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Dickmeyer Boyce Financial Management's VCRB Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management increased its Vanguard Core Bond ETF (VCRB) stake by 9.4% in Q3 2026, buying an estimated $295K and bringing the position to 45,493 shares worth $3.35M. The position accounts for 1.71% of the portfolio, ranked #17.

Dickmeyer Boyce Financial Management first reported a position in VCRB in Q1 2026 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold VCRB as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 45,493 shares of Vanguard Core Bond ETF worth $3.35M as of Q3 2026.
  • Dickmeyer Boyce Financial Management bought 3,896 Vanguard Core Bond ETF shares in Q3 2026, an estimated $295K.
  • Vanguard Core Bond ETF made up 1.71% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #17 holding.
  • Dickmeyer Boyce Financial Management first reported a position in Vanguard Core Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 15 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.