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Diversified Portfolios Inc’s Vanguard Core Bond ETF VCRB Stock Holding History

Diversified Portfolios Inc’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 		$106M Buy
1,374,618
+179,935
+15% +$13.9M 7.7% 2
2026
Q1 		$92.4M Buy
1,194,683
+65,205
+6% +$5.09M 7.6% 3
2025
Q4 		$88M Buy
1,129,478
+91,378
+9% +$7.16M 7.32% 3
2025
Q3 		$81.4M Buy
1,038,100
+146,445
+16% +$11.4M 7.18% 3
2025
Q2 		$69.2M Buy
891,655
+118,226
+15% +$9.06M 6.6% 3
2025
Q1 		$59.9M Buy
773,429
+213,343
+38% +$16.3M 6.3% 3
2024
Q4 		$42.5M Buy
560,086
+211,606
+61% +$16.3M 4.63% 4
2024
Q3 		$27.6M Buy
348,480
+327,307
+1,546% +$25.6M 3.1% 8
2024
Q2 		$1.61M Buy
+21,173
New +$1.6M 0.21% 60

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Diversified Portfolios Inc's VCRB Position: Q2 2026 in Review

Diversified Portfolios Inc increased its Vanguard Core Bond ETF (VCRB) stake by 15% in Q2 2026, buying an estimated $13.9M and bringing the position to 1,374,618 shares worth $106M. The position accounts for 7.7% of the portfolio, ranked #2.

Diversified Portfolios Inc first reported a position in VCRB in Q2 2024 and has held it in 9 quarters since. 307 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • Diversified Portfolios Inc held 1,374,618 shares of Vanguard Core Bond ETF worth $106M as of Q2 2026.
  • Diversified Portfolios Inc bought 179,935 Vanguard Core Bond ETF shares in Q2 2026, an estimated $13.9M.
  • Vanguard Core Bond ETF made up 7.7% of Diversified Portfolios Inc's portfolio in Q2 2026, its #2 holding.
  • Diversified Portfolios Inc first reported a position in Vanguard Core Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 307 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.