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HBK Sorce Advisory’s Vanguard Core Bond ETF VCRB Stock Holding History

HBK Sorce 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 		$864M Buy
11,340,350
+292,166
+3% +$22.5M 16.38% 2
2026
Q1 		$854M Buy
11,048,184
+1,773,431
+19% +$138M 16.93% 2
2025
Q4 		$725M Buy
9,274,753
+631,969
+7% +$49.5M 16.65% 2
2025
Q3 		$680M Buy
8,642,784
+429,066
+5% +$33.3M 17.06% 2
2025
Q2 		$637M Buy
8,213,718
+255,681
+3% +$19.6M 17.25% 2
2025
Q1 		$616M Buy
7,958,037
+770,415
+11% +$58.9M 18.07% 2
2024
Q4 		$545M Buy
7,187,622
+451,370
+7% +$34.8M 16.43% 2
2024
Q3 		$533M Buy
6,736,252
+6,731,627
+145,549% +$526M 16.24% 2
2024
Q2 		$352K Hold
4,625
– – 0.01% 405
2024
Q1 		$354K Buy
+4,625
New +$353K 0.01% 415

Other funds holding VCRB

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

HBK Sorce Advisory's VCRB Position: Q2 2026 in Review

HBK Sorce Advisory increased its Vanguard Core Bond ETF (VCRB) stake by 2.6% in Q2 2026, buying an estimated $22.5M and bringing the position to 11,340,350 shares worth $864M. The position accounts for 16.38% of the portfolio, ranked #2.

HBK Sorce Advisory first reported a position in VCRB in Q1 2024 and has held it in 10 quarters since. 306 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • HBK Sorce Advisory held 11,340,350 shares of Vanguard Core Bond ETF worth $864M as of Q2 2026.
  • HBK Sorce Advisory bought 292,166 Vanguard Core Bond ETF shares in Q2 2026, an estimated $22.5M.
  • Vanguard Core Bond ETF made up 16.38% of HBK Sorce Advisory's portfolio in Q2 2026, its #2 holding.
  • HBK Sorce Advisory first reported a position in Vanguard Core Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 306 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.