Keeler & Nadler Financial Planning & Wealth Management’s Vanguard Core Bond ETF VCRB Stock Holding History

Keeler & Nadler Financial Planning & Wealth Management’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	$19.2M	Buy	248,157 +23,983	+11%	+$1.85M	5.44%	6
2026 Q1	$17.3M	Buy	224,174 +9,074	+4%	+$708K	5.89%	6
2025 Q4	$16.8M	Buy	215,100 +32,650	+18%	+$2.56M	5.81%	7
2025 Q3	$14.3M	Buy	182,450 +61,017	+50%	+$4.74M	5.24%	8
2025 Q2	$9.42M	Buy	121,433 +42,330	+54%	+$3.24M	3.77%	9
2025 Q1	$6.11M	Buy	79,103 +47,694	+152%	+$3.65M	2.75%	11
2024 Q4	$2.38M	Buy	+31,409	New	+$2.43M	1.12%	22

Other funds holding VCRB

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

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

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 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

Keeler & Nadler Financial Planning & Wealth Management's VCRB Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management increased its Vanguard Core Bond ETF (VCRB) stake by 11% in Q2 2026, buying an estimated $1.85M and bringing the position to 248,157 shares worth $19.2M. The position accounts for 5.44% of the portfolio, ranked #6.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in VCRB in Q4 2024 and has held it in 7 quarters since. 306 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

Keeler & Nadler Financial Planning & Wealth Management held 248,157 shares of Vanguard Core Bond ETF worth $19.2M as of Q2 2026.
Keeler & Nadler Financial Planning & Wealth Management bought 23,983 Vanguard Core Bond ETF shares in Q2 2026, an estimated $1.85M.
Vanguard Core Bond ETF made up 5.44% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #6 holding.
Keeler & Nadler Financial Planning & Wealth Management first reported a position in Vanguard Core Bond ETF in Q4 2024 and has held it in 7 quarters since.
306 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.