Magnolia Wealth Management’s Vanguard Core Bond ETF VCRB Stock Holding History

Magnolia 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	$55.4M	Buy	716,770 +73,569	+11%	+$5.68M	28.98%	2
2026 Q1	$49.8M	Buy	643,201 +5,719	+0.9%	+$446K	29%	2
2025 Q4	$49.7M	Buy	637,482 +31,010	+5%	+$2.43M	29.67%	2
2025 Q3	$47.6M	Buy	606,472 +4,871	+0.8%	+$378K	29.42%	2
2025 Q2	$46.7M	Buy	601,601 +19,605	+3%	+$1.5M	30.43%	2
2025 Q1	$45.1M	Sell	581,996 -18,142	-3%	-$1.39M	32.32%	2
2024 Q4	$45.5M	Buy	600,138 +16,370	+3%	+$1.26M	31.63%	2
2024 Q3	$46.2M	Buy	583,768 +37,928	+7%	+$2.96M	32.86%	2
2024 Q2	$41.5M	Buy	+545,840	New	+$41.2M	31.33%	2

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

Magnolia Wealth Management's VCRB Position: Q2 2026 in Review

Magnolia Wealth Management increased its Vanguard Core Bond ETF (VCRB) stake by 11% in Q2 2026, buying an estimated $5.68M and bringing the position to 716,770 shares worth $55.4M. The position accounts for 28.98% of the portfolio, ranked #2.

Magnolia Wealth Management first reported a position in VCRB in Q2 2024 and has held it in 9 quarters since. 305 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

Magnolia Wealth Management held 716,770 shares of Vanguard Core Bond ETF worth $55.4M as of Q2 2026.
Magnolia Wealth Management bought 73,569 Vanguard Core Bond ETF shares in Q2 2026, an estimated $5.68M.
Vanguard Core Bond ETF made up 28.98% of Magnolia Wealth Management's portfolio in Q2 2026, its #2 holding.
Magnolia Wealth Management first reported a position in Vanguard Core Bond ETF in Q2 2024 and has held it in 9 quarters since.
305 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Magnolia Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.