EFS
VCRB icon

Essex Financial Services’s Vanguard Core Bond ETF VCRB Stock Holding History

Essex Financial Services’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 		$2.24M Buy
29,060
+13,353
+85% +$1.03M 0.11% 172
2026
Q1 		$1.22M Buy
15,707
+5,976
+61% +$466K 0.07% 245
2025
Q4 		$758K Buy
9,731
+1,118
+13% +$87.6K 0.04% 346
2025
Q3 		$675K Buy
8,613
+2,488
+41% +$193K 0.04% 355
2025
Q2 		$475K Buy
6,125
+105
+2% +$8.04K 0.03% 418
2025
Q1 		$466K Hold
6,020
– – 0.03% 398
2024
Q4 		$456K Buy
6,020
+715
+13% +$55.2K 0.03% 395
2024
Q3 		$411K Hold
5,305
– – 0.03% 418
2024
Q2 		$412K Buy
5,305
+1,835
+53% +$138K 0.03% 411
2024
Q1 		$265K Buy
+3,470
New +$265K 0.02% 446

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SHWM
Smith & Howard Wealth Management Atlanta, Georgia $503M AUM 15.12% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return

Essex Financial Services's VCRB Position: Q2 2026 in Review

Essex Financial Services increased its Vanguard Core Bond ETF (VCRB) stake by 85% in Q2 2026, buying an estimated $1.03M and bringing the position to 29,060 shares worth $2.24M. The position accounts for 0.11% of the portfolio, ranked #172.

Essex Financial Services first reported a position in VCRB in Q1 2024 and has held it in 10 quarters since. 217 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • Essex Financial Services held 29,060 shares of Vanguard Core Bond ETF worth $2.24M as of Q2 2026.
  • Essex Financial Services bought 13,353 Vanguard Core Bond ETF shares in Q2 2026, an estimated $1.03M.
  • Vanguard Core Bond ETF made up 0.11% of Essex Financial Services's portfolio in Q2 2026, its #172 holding.
  • Essex Financial Services first reported a position in Vanguard Core Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 217 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.