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Glass Jacobson Investment Advisors’s Vanguard Core Bond ETF VCRB Stock Holding History

Glass Jacobson Investment 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 		$61.1K Buy
792
+9
+1% +$695 0.02% 306
2026
Q1 		$60.6K Buy
783
+6
+0.8% +$468 0.02% 292
2025
Q4 		$60.6K Buy
777
+12
+2% +$941 0.02% 288
2025
Q3 		$60K Buy
+765
New +$59.4K 0.02% 284

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

Glass Jacobson Investment Advisors's VCRB Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its Vanguard Core Bond ETF (VCRB) stake by 1.1% in Q2 2026, buying an estimated $695 and bringing the position to 792 shares worth $61.1K. The position accounts for 0.02% of the portfolio, ranked #306.

Glass Jacobson Investment Advisors first reported a position in VCRB in Q3 2025 and has held it in 4 quarters since. 231 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • Glass Jacobson Investment Advisors held 792 shares of Vanguard Core Bond ETF worth $61.1K as of Q2 2026.
  • Glass Jacobson Investment Advisors bought 9 Vanguard Core Bond ETF shares in Q2 2026, an estimated $695.
  • Vanguard Core Bond ETF made up 0.02% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #306 holding.
  • Glass Jacobson Investment Advisors first reported a position in Vanguard Core Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 231 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.