Hofer & Associates
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
Q3 		– Sell
-100,511
Closed -$7.76M – 127
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

SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Martel Wealth Advisors
Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
BLB&B Advisors
BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return
Smith & Howard Wealth Management
Smith & Howard Wealth Management Atlanta, Georgia $523M AUM 7.93% 1-Year Est. Return
Verum Partners
Verum Partners Charlotte, North Carolina $623M AUM 13.08% 1-Year Est. Return
Boston Standard Wealth Management
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
Orrstown Financial Services
Orrstown Financial Services Harrisburg, Pennsylvania $667M AUM 15.8% 1-Year Est. Return
Pacific Sage Partners
Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return

Hofer & Associates's VCRB Position: Q3 2026 in Review

Hofer & Associates sold out of Vanguard Core Bond ETF (VCRB) in Q3 2026, closing a stake of 100,511 shares — an estimated $7.76M sold.

Hofer & Associates first reported a position in VCRB in Q2 2025 and held it in 5 quarters. The position peaked at $7.76M in Q2 2026. 138 funds tracked by Wall St. Rank hold VCRB as of Q3 2026.

  • Hofer & Associates reported no remaining Vanguard Core Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Hofer & Associates sold 100,511 Vanguard Core Bond ETF shares in Q3 2026, an estimated $7.76M.
  • Hofer & Associates first reported a position in Vanguard Core Bond ETF in Q2 2025 and held it in 5 quarters.
  • Hofer & Associates's Vanguard Core Bond ETF position peaked at $7.76M in Q2 2026.
  • 138 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.