LI
VCRB icon

LRI Investments’s Vanguard Core Bond ETF VCRB Stock Holding History

LRI Investments’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 		$346K Buy
4,481
+738
+20% +$57K 0.03% 232
2026
Q1 		$290K Buy
3,743
+77
+2% +$6.01K 0.03% 236
2025
Q4 		$286K Sell
3,666
-348
-9% -$27.3K 0.02% 236
2025
Q3 		$315K Buy
4,014
+1,400
+54% +$109K 0.03% 232
2025
Q2 		$203K Sell
2,614
-63
-2% -$4.83K 0.02% 284
2025
Q1 		$207K Buy
2,677
+336
+14% +$25.7K 0.02% 256
2024
Q4 		$177K Buy
2,341
+1,034
+79% +$79.8K 0.02% 297
2024
Q3 		$100K Buy
1,307
+163
+14% +$12.7K 0.01% 403
2024
Q2 		$87K Buy
1,144
+531
+87% +$40.1K 0.01% 405
2024
Q1 		$46.9K Buy
+613
New +$46.8K 0.01% 275

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

LRI Investments's VCRB Position: Q2 2026 in Review

LRI Investments increased its Vanguard Core Bond ETF (VCRB) stake by 20% in Q2 2026, buying an estimated $57K and bringing the position to 4,481 shares worth $346K. The position accounts for 0.03% of the portfolio, ranked #232.

LRI Investments first reported a position in VCRB in Q1 2024 and has held it in 10 quarters since. 309 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • LRI Investments held 4,481 shares of Vanguard Core Bond ETF worth $346K as of Q2 2026.
  • LRI Investments bought 738 Vanguard Core Bond ETF shares in Q2 2026, an estimated $57K.
  • Vanguard Core Bond ETF made up 0.03% of LRI Investments's portfolio in Q2 2026, its #232 holding.
  • LRI Investments first reported a position in Vanguard Core Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 309 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.