GWA
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Gutierrez Wealth Advisory’s Vanguard Core Bond ETF VCRB Stock Holding History

Gutierrez Wealth Advisory’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 		$9.71M Buy
125,787
+1,059
+0.8% +$81.7K 5.61% 7
2026
Q1 		$9.65M Buy
124,728
+2,970
+2% +$232K 6% 5
2025
Q4 		$9.48M Buy
121,758
+2,735
+2% +$214K 5.96% 5
2025
Q3 		$9.33M Buy
119,023
+6,306
+6% +$489K 5.97% 5
2025
Q2 		$8.74M Buy
112,717
+259
+0.2% +$19.8K 5.86% 5
2025
Q1 		$8.71M Buy
112,458
+5,480
+5% +$419K 7.07% 6
2024
Q4 		$8.11M Buy
+106,978
New +$8.26M 6.69% 6

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

Gutierrez Wealth Advisory's VCRB Position: Q2 2026 in Review

Gutierrez Wealth Advisory increased its Vanguard Core Bond ETF (VCRB) stake by 0.85% in Q2 2026, buying an estimated $81.7K and bringing the position to 125,787 shares worth $9.71M. The position accounts for 5.61% of the portfolio, ranked #7.

Gutierrez Wealth Advisory first reported a position in VCRB in Q4 2024 and has held it in 7 quarters since. 307 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • Gutierrez Wealth Advisory held 125,787 shares of Vanguard Core Bond ETF worth $9.71M as of Q2 2026.
  • Gutierrez Wealth Advisory bought 1,059 Vanguard Core Bond ETF shares in Q2 2026, an estimated $81.7K.
  • Vanguard Core Bond ETF made up 5.61% of Gutierrez Wealth Advisory's portfolio in Q2 2026, its #7 holding.
  • Gutierrez Wealth Advisory first reported a position in Vanguard Core Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 307 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.