L.K. Benson & Company’s Vanguard Core Bond ETF VCRB Stock Holding History

L.K. Benson & Company’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	$611K	Buy	7,916 +45	+0.6%	+$3.47K	0.18%	69
2026 Q1	$609K	Buy	7,871 +354	+5%	+$27.6K	0.2%	67
2025 Q4	$586K	Sell	7,517 -1,079	-13%	-$84.6K	0.29%	67
2025 Q3	$674K	Buy	8,596 +1,001	+13%	+$77.7K	0.36%	58
2025 Q2	$589K	Buy	7,595 +2,027	+36%	+$155K	0.36%	58
2025 Q1	$431K	Buy	5,568 +1,494	+37%	+$114K	0.3%	68
2024 Q4	$309K	Buy	+4,074	New	+$315K	0.22%	75

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

L.K. Benson & Company's VCRB Position: Q2 2026 in Review

L.K. Benson & Company increased its Vanguard Core Bond ETF (VCRB) stake by 0.57% in Q2 2026, buying an estimated $3.47K and bringing the position to 7,916 shares worth $611K. The position accounts for 0.18% of the portfolio, ranked #69.

L.K. Benson & Company first reported a position in VCRB in Q4 2024 and has held it in 7 quarters since. The position peaked at $674K in Q3 2025. 307 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

L.K. Benson & Company held 7,916 shares of Vanguard Core Bond ETF worth $611K as of Q2 2026.
L.K. Benson & Company bought 45 Vanguard Core Bond ETF shares in Q2 2026, an estimated $3.47K.
Vanguard Core Bond ETF made up 0.18% of L.K. Benson & Company's portfolio in Q2 2026, its #69 holding.
L.K. Benson & Company first reported a position in Vanguard Core Bond ETF in Q4 2024 and has held it in 7 quarters since.
L.K. Benson & Company's Vanguard Core Bond ETF position peaked at $674K in Q3 2025.
307 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.