Martel Wealth Advisors’s Vanguard Core Bond ETF VCRB Stock Holding History

Martel Wealth Advisors’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	$129M	Buy	1,672,614 +91,834	+6%	+$7.09M	20.32%	1
2026 Q1	$122M	Buy	1,580,780 +75,672	+5%	+$5.91M	20.82%	1
2025 Q4	$117M	Buy	1,505,108 +61,076	+4%	+$4.79M	20.02%	1
2025 Q3	$113M	Buy	1,444,032 +59,428	+4%	+$4.61M	19.84%	1
2025 Q2	$107M	Buy	1,384,604 +31,915	+2%	+$2.45M	19.91%	1
2025 Q1	$105M	Buy	1,352,689 +255,537	+23%	+$19.6M	20.86%	1
2024 Q4	$83.2M	Buy	+1,097,152	New	+$84.7M	16.24%	3

Other funds holding VCRB

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

Magnolia Wealth Management Dothan, Alabama $191M AUM 17.58% 1-Year Est. Return

Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Quantum Financial Planning Services Spokane, Washington $323M AUM 14.02% 1-Year Est. Return

Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return