JWA
VCRB icon

JFS Wealth Advisors’s Vanguard Core Bond ETF VCRB Stock Holding History

JFS Wealth 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 		$79.1K Hold
1,024
– – ﹤0.01% 465
2026
Q1 		$79.2K Hold
1,024
– – ﹤0.01% 438
2025
Q4 		$79.8K Hold
1,024
– – ﹤0.01% 447
2025
Q3 		$80.3K Sell
1,024
-20
-2% -$1.55K ﹤0.01% 437
2025
Q2 		$81K Buy
+1,044
New +$80K 0.01% 403

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

JFS Wealth Advisors's VCRB Position: Q2 2026 in Review

JFS Wealth Advisors held its Vanguard Core Bond ETF (VCRB) position steady in Q2 2026 at 1,024 shares worth $79.1K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

JFS Wealth Advisors first reported a position in VCRB in Q2 2025 and has held it in 5 quarters since. The position peaked at $81K in Q2 2025. 307 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • JFS Wealth Advisors held 1,024 shares of Vanguard Core Bond ETF worth $79.1K as of Q2 2026.
  • JFS Wealth Advisors left its Vanguard Core Bond ETF share count unchanged in Q2 2026.
  • Vanguard Core Bond ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #465 holding.
  • JFS Wealth Advisors first reported a position in Vanguard Core Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • JFS Wealth Advisors's Vanguard Core Bond ETF position peaked at $81K in Q2 2025.
  • 307 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.