EWA
VCRB icon

EP Wealth Advisors’s Vanguard Core Bond ETF VCRB Stock Holding History

EP Wealth Advisors’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 		$792K Buy
+10,252
New +$791K ﹤0.01% 831
2025
Q2 		– Sell
-3,054
Closed -$236K – 1478
2025
Q1 		$236K Sell
3,054
-661
-18% -$50.6K ﹤0.01% 1045
2024
Q4 		$282K Buy
+3,715
New +$287K ﹤0.01% 896

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
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

EP Wealth Advisors's VCRB Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Vanguard Core Bond ETF (VCRB) in Q2 2026: 10,252 shares worth $792K. The stake represents ﹤0.01% of the portfolio and ranks #831 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in VCRB as recently as Q1 2025.

EP Wealth Advisors first reported a position in VCRB in Q4 2024 and has held it in 3 quarters since. 307 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • EP Wealth Advisors held 10,252 shares of Vanguard Core Bond ETF worth $792K as of Q2 2026.
  • Vanguard Core Bond ETF was a new EP Wealth Advisors position in Q2 2026.
  • Vanguard Core Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #831 holding.
  • EP Wealth Advisors first reported a position in Vanguard Core Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 307 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.