Grand Wealth Management’s Vanguard Core Bond ETF VCRB Stock Holding History

Grand Wealth 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 Q1	$7.08M	Buy	91,457 +9,988	+12%	+$779K	3.33%	8
2025 Q4	$6.35M	Buy	81,469 +22,396	+38%	+$1.76M	2.88%	9
2025 Q3	$4.63M	Buy	59,073 +4,758	+9%	+$369K	2.24%	11
2025 Q2	$4.21M	Buy	54,315 +310	+0.6%	+$23.8K	2.17%	11
2025 Q1	$4.18M	Buy	54,005 +11,334	+27%	+$867K	2.3%	10
2024 Q4	$3.23M	Buy	42,671 +10,584	+33%	+$817K	1.8%	14
2024 Q3	$2.54M	Buy	32,087 +7,547	+31%	+$589K	1.43%	14
2024 Q2	$1.87M	Buy	24,540 +1,850	+8%	+$140K	1.11%	15
2024 Q1	$1.74M	Buy	+22,690	New	+$1.73M	0.83%	19

Other funds holding VCRB

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return