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Jones Kertz & Associates’s Vanguard Core Bond ETF VCRB Stock Holding History

Jones Kertz & 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
Q2 		$313K Buy
4,058
+584
+17% +$45.1K 0.14% 60
2026
Q1 		$269K Buy
+3,474
New +$271K 0.14% 63

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
SHWM
Smith & Howard Wealth Management Atlanta, Georgia $503M AUM 15.12% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.73B AUM 25.76% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

Jones Kertz & Associates's VCRB Position: Q2 2026 in Review

Jones Kertz & Associates increased its Vanguard Core Bond ETF (VCRB) stake by 17% in Q2 2026, buying an estimated $45.1K and bringing the position to 4,058 shares worth $313K. The position accounts for 0.14% of the portfolio, ranked #60.

Jones Kertz & Associates first reported a position in VCRB in Q1 2026 and has held it in 2 quarters since. 185 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • Jones Kertz & Associates held 4,058 shares of Vanguard Core Bond ETF worth $313K as of Q2 2026.
  • Jones Kertz & Associates bought 584 Vanguard Core Bond ETF shares in Q2 2026, an estimated $45.1K.
  • Vanguard Core Bond ETF made up 0.14% of Jones Kertz & Associates's portfolio in Q2 2026, its #60 holding.
  • Jones Kertz & Associates first reported a position in Vanguard Core Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 185 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Jones Kertz & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.