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 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 $5.05B AUM 16.64% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Concord, California $49B AUM 17.78% 1-Year Est. Return

SHWM

Smith & Howard Wealth Management Atlanta, Georgia $462M AUM 12.39% 1-Year Est. Return

Diversified Portfolios Inc's VCRB Position: Q1 2026 in Review

Diversified Portfolios Inc increased its Vanguard Core Bond ETF (VCRB) stake by 5.8% in Q1 2026, buying an estimated $5.09M and bringing the position to 1,194,683 shares worth $92.4M. The position accounts for 7.6% of the portfolio, ranked #3.

Diversified Portfolios Inc first reported a position in VCRB in Q2 2024 and has held it in 8 quarters since. 275 funds tracked by Wall St. Rank hold VCRB as of Q1 2026.

Diversified Portfolios Inc held 1,194,683 shares of Vanguard Core Bond ETF worth $92.4M as of Q1 2026.
Diversified Portfolios Inc bought 65,205 Vanguard Core Bond ETF shares in Q1 2026, an estimated $5.09M.
Vanguard Core Bond ETF made up 7.6% of Diversified Portfolios Inc's portfolio in Q1 2026, its #3 holding.
Diversified Portfolios Inc first reported a position in Vanguard Core Bond ETF in Q2 2024 and has held it in 8 quarters since.
275 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.