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Ethos Financial Group’s Vanguard Core Bond ETF VCRB Stock Holding History

Ethos Financial Group’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 		$3.95M Buy
51,200
+2,669
+5% +$206K 0.26% 85
2026
Q1 		$3.74M Sell
48,531
-47,786
-50% -$3.73M 0.27% 82
2025
Q4 		$7.5M Buy
96,317
+8,559
+10% +$671K 0.55% 49
2025
Q3 		$6.88M Buy
87,758
+55,820
+175% +$4.33M 0.54% 52
2025
Q2 		$2.48M Buy
31,938
+10,696
+50% +$820K 0.21% 106
2025
Q1 		$1.64M Buy
+21,242
New +$1.63M 0.16% 128

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

Ethos Financial Group's VCRB Position: Q2 2026 in Review

Ethos Financial Group increased its Vanguard Core Bond ETF (VCRB) stake by 5.5% in Q2 2026, buying an estimated $206K and bringing the position to 51,200 shares worth $3.95M. The position accounts for 0.26% of the portfolio, ranked #85.

Ethos Financial Group first reported a position in VCRB in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.5M in Q4 2025. 306 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • Ethos Financial Group held 51,200 shares of Vanguard Core Bond ETF worth $3.95M as of Q2 2026.
  • Ethos Financial Group bought 2,669 Vanguard Core Bond ETF shares in Q2 2026, an estimated $206K.
  • Vanguard Core Bond ETF made up 0.26% of Ethos Financial Group's portfolio in Q2 2026, its #85 holding.
  • Ethos Financial Group first reported a position in Vanguard Core Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Ethos Financial Group's Vanguard Core Bond ETF position peaked at $7.5M in Q4 2025.
  • 306 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.