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Independent Financial Group’s Vanguard Core Bond ETF VCRB Stock Holding History

Independent Financial Group’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 		$441K Buy
5,710
+456
+9% +$35.2K 0.01% 1049
2026
Q1 		$407K Buy
5,254
+624
+13% +$48.7K 0.01% 1029
2025
Q4 		$361K Buy
+4,630
New +$363K 0.01% 1060

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

Independent Financial Group's VCRB Position: Q2 2026 in Review

Independent Financial Group increased its Vanguard Core Bond ETF (VCRB) stake by 8.7% in Q2 2026, buying an estimated $35.2K and bringing the position to 5,710 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #1049.

Independent Financial Group first reported a position in VCRB in Q4 2025 and has held it in 3 quarters since. 306 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • Independent Financial Group held 5,710 shares of Vanguard Core Bond ETF worth $441K as of Q2 2026.
  • Independent Financial Group bought 456 Vanguard Core Bond ETF shares in Q2 2026, an estimated $35.2K.
  • Vanguard Core Bond ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1049 holding.
  • Independent Financial Group first reported a position in Vanguard Core Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 306 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.