IPA
VCRB icon

Investment Planning Advisors’s Vanguard Core Bond ETF VCRB Stock Holding History

Investment Planning Advisors’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 		$31.1M Buy
402,406
+37,328
+10% +$2.88M 7.2% 4
2026
Q1 		$28.2M Buy
365,078
+74,413
+26% +$5.81M 7.78% 3
2025
Q4 		$22.6M Buy
290,665
+16,156
+6% +$1.27M 6.59% 4
2025
Q3 		$21.5M Buy
+274,509
New +$21.3M 6.77% 5

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
MWM
Magnolia Wealth Management Dothan, Alabama $191M AUM 17.58% 1-Year Est. Return
NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return
TFG
Tilson Financial Group New Providence, New Jersey $364M AUM 16.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Investment Planning Advisors's VCRB Position: Q2 2026 in Review

Investment Planning Advisors increased its Vanguard Core Bond ETF (VCRB) stake by 10% in Q2 2026, buying an estimated $2.88M and bringing the position to 402,406 shares worth $31.1M. The position accounts for 7.2% of the portfolio, ranked #4.

Investment Planning Advisors first reported a position in VCRB in Q3 2025 and has held it in 4 quarters since. 148 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • Investment Planning Advisors held 402,406 shares of Vanguard Core Bond ETF worth $31.1M as of Q2 2026.
  • Investment Planning Advisors bought 37,328 Vanguard Core Bond ETF shares in Q2 2026, an estimated $2.88M.
  • Vanguard Core Bond ETF made up 7.2% of Investment Planning Advisors's portfolio in Q2 2026, its #4 holding.
  • Investment Planning Advisors first reported a position in Vanguard Core Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 148 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.