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Marshall Investment Management’s Vanguard Core Bond ETF VCRB Stock Holding History

Marshall Investment 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 		$62.4K Sell
808
-383
-32% -$29.6K 0.03% 117
2026
Q1 		$92.2K Buy
+1,191
New +$93K 0.04% 98
2025
Q2 		– Sell
-3,983
Closed -$308K – 215
2025
Q1 		$308K Buy
3,983
+2,857
+254% +$219K 0.19% 58
2024
Q4 		$89.2K Buy
+1,126
New +$86.9K 0.05% 88

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

Marshall Investment Management's VCRB Position: Q2 2026 in Review

Marshall Investment Management reduced its Vanguard Core Bond ETF (VCRB) stake by 32% in Q2 2026, selling an estimated $29.6K and leaving 808 shares worth $62.4K. The position accounts for 0.03% of the portfolio, ranked #117.

Marshall Investment Management first reported a position in VCRB in Q4 2024 and has held it in 4 quarters since. The position peaked at $308K in Q1 2025. 306 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • Marshall Investment Management held 808 shares of Vanguard Core Bond ETF worth $62.4K as of Q2 2026.
  • Marshall Investment Management sold 383 Vanguard Core Bond ETF shares in Q2 2026, an estimated $29.6K.
  • Vanguard Core Bond ETF made up 0.03% of Marshall Investment Management's portfolio in Q2 2026, its #117 holding.
  • Marshall Investment Management first reported a position in Vanguard Core Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • Marshall Investment Management's Vanguard Core Bond ETF position peaked at $308K in Q1 2025.
  • 306 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.