GHI
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Gross & Hartman Investments’s Vanguard Core Bond ETF VCRB Stock Holding History

Gross & Hartman Investments’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 		$27.7M Buy
359,182
+90,873
+34% +$7.01M 12.25% 3
2026
Q1 		$20.8M Buy
268,309
+57,824
+27% +$4.51M 10.8% 3
2025
Q4 		$16.4M Buy
+210,485
New +$16.5M 9.34% 3

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gross & Hartman Investments's VCRB Position: Q2 2026 in Review

Gross & Hartman Investments increased its Vanguard Core Bond ETF (VCRB) stake by 34% in Q2 2026, buying an estimated $7.01M and bringing the position to 359,182 shares worth $27.7M. The position accounts for 12.25% of the portfolio, ranked #3.

Gross & Hartman Investments first reported a position in VCRB in Q4 2025 and has held it in 3 quarters since. 297 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • Gross & Hartman Investments held 359,182 shares of Vanguard Core Bond ETF worth $27.7M as of Q2 2026.
  • Gross & Hartman Investments bought 90,873 Vanguard Core Bond ETF shares in Q2 2026, an estimated $7.01M.
  • Vanguard Core Bond ETF made up 12.25% of Gross & Hartman Investments's portfolio in Q2 2026, its #3 holding.
  • Gross & Hartman Investments first reported a position in Vanguard Core Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 297 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Gross & Hartman Investments's 13F filing for Q2 2026, filed 13 Aug 2026.