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GEN Financial Management’s Vanguard Core Bond ETF VCRB Stock Holding History

GEN Financial Management’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 		$9.17M Buy
118,704
+10,195
+9% +$787K 5.49% 8
2026
Q1 		$8.4M Buy
108,509
+5,868
+6% +$458K 5.2% 8
2025
Q4 		$8M Buy
+102,641
New +$8.05M 5.03% 8

Other funds holding VCRB

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
MWM
Magnolia Wealth Management Dothan, Alabama $191M AUM 17.58% 1-Year Est. Return
NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return
TFG
Tilson Financial Group New Providence, New Jersey $364M AUM 16.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

GEN Financial Management's VCRB Position: Q2 2026 in Review

GEN Financial Management increased its Vanguard Core Bond ETF (VCRB) stake by 9.4% in Q2 2026, buying an estimated $787K and bringing the position to 118,704 shares worth $9.17M. The position accounts for 5.49% of the portfolio, ranked #8.

GEN Financial Management first reported a position in VCRB in Q4 2025 and has held it in 3 quarters since. 148 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • GEN Financial Management held 118,704 shares of Vanguard Core Bond ETF worth $9.17M as of Q2 2026.
  • GEN Financial Management bought 10,195 Vanguard Core Bond ETF shares in Q2 2026, an estimated $787K.
  • Vanguard Core Bond ETF made up 5.49% of GEN Financial Management's portfolio in Q2 2026, its #8 holding.
  • GEN Financial Management first reported a position in Vanguard Core Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 148 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on GEN Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.