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VCRB icon

Hofer & Associates’s Vanguard Core Bond ETF VCRB Stock Holding History

Hofer & Associates’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 		$7.76M Buy
100,511
+4,794
+5% +$370K 3.75% 6
2026
Q1 		$7.41M Buy
95,717
+4,326
+5% +$338K 3.98% 6
2025
Q4 		$7.12M Buy
91,391
+5,158
+6% +$404K 3.77% 6
2025
Q3 		$6.76M Buy
86,233
+1,100
+1% +$85.4K 3.87% 6
2025
Q2 		$6.6M Buy
+85,133
New +$6.52M 4.12% 6

Other funds holding VCRB

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
MWM
Magnolia Wealth Management Dothan, Alabama $191M AUM 17.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

Hofer & Associates's VCRB Position: Q2 2026 in Review

Hofer & Associates increased its Vanguard Core Bond ETF (VCRB) stake by 5% in Q2 2026, buying an estimated $370K and bringing the position to 100,511 shares worth $7.76M. The position accounts for 3.75% of the portfolio, ranked #6.

Hofer & Associates first reported a position in VCRB in Q2 2025 and has held it in 5 quarters since. 96 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • Hofer & Associates held 100,511 shares of Vanguard Core Bond ETF worth $7.76M as of Q2 2026.
  • Hofer & Associates bought 4,794 Vanguard Core Bond ETF shares in Q2 2026, an estimated $370K.
  • Vanguard Core Bond ETF made up 3.75% of Hofer & Associates's portfolio in Q2 2026, its #6 holding.
  • Hofer & Associates first reported a position in Vanguard Core Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 96 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Hofer & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.