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GeoWealth Management’s Vanguard Core Bond ETF VCRB Stock Holding History

GeoWealth 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 		$372K Sell
4,815
-547
-10% -$42.2K 0.01% 583
2026
Q1 		$415K Buy
5,362
+405
+8% +$31.6K 0.01% 508
2025
Q4 		$386K Buy
4,957
+20
+0.4% +$1.57K 0.01% 499
2025
Q3 		$387K Buy
4,937
+4,718
+2,154% +$366K 0.01% 511
2025
Q2 		$17K Buy
+219
New +$16.8K ﹤0.01% 1082

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

GeoWealth Management's VCRB Position: Q2 2026 in Review

GeoWealth Management reduced its Vanguard Core Bond ETF (VCRB) stake by 10% in Q2 2026, selling an estimated $42.2K and leaving 4,815 shares worth $372K. The position accounts for 0.01% of the portfolio, ranked #583.

GeoWealth Management first reported a position in VCRB in Q2 2025 and has held it in 5 quarters since. The position peaked at $415K in Q1 2026. 309 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • GeoWealth Management held 4,815 shares of Vanguard Core Bond ETF worth $372K as of Q2 2026.
  • GeoWealth Management sold 547 Vanguard Core Bond ETF shares in Q2 2026, an estimated $42.2K.
  • Vanguard Core Bond ETF made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #583 holding.
  • GeoWealth Management first reported a position in Vanguard Core Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • GeoWealth Management's Vanguard Core Bond ETF position peaked at $415K in Q1 2026.
  • 309 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.