JWCA
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J.W. Cole Advisors’s Vanguard Core Bond ETF VCRB Stock Holding History

J.W. Cole 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 		$483K Buy
+6,258
New +$483K 0.01% 1022
2026
Q1 		– Sell
-10,747
Closed -$837K – 1446
2025
Q4 		$837K Buy
10,747
+4,789
+80% +$375K 0.02% 698
2025
Q3 		$467K Buy
5,958
+2,640
+80% +$205K 0.01% 1010
2025
Q2 		$257K Buy
+3,318
New +$254K 0.01% 1216

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

J.W. Cole Advisors's VCRB Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Vanguard Core Bond ETF (VCRB) in Q2 2026: 6,258 shares worth $483K. The stake represents 0.01% of the portfolio and ranks #1022 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in VCRB as recently as Q4 2025.

J.W. Cole Advisors first reported a position in VCRB in Q2 2025 and has held it in 4 quarters since. The position peaked at $837K in Q4 2025. 307 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • J.W. Cole Advisors held 6,258 shares of Vanguard Core Bond ETF worth $483K as of Q2 2026.
  • Vanguard Core Bond ETF was a new J.W. Cole Advisors position in Q2 2026.
  • Vanguard Core Bond ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1022 holding.
  • J.W. Cole Advisors first reported a position in Vanguard Core Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • J.W. Cole Advisors's Vanguard Core Bond ETF position peaked at $837K in Q4 2025.
  • 307 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.