MWA
VCRB icon

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

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Martel Wealth Advisors's VCRB Position: Q2 2026 in Review

Martel Wealth Advisors increased its Vanguard Core Bond ETF (VCRB) stake by 5.8% in Q2 2026, buying an estimated $7.09M and bringing the position to 1,672,614 shares worth $129M. The position accounts for 20.32% of the portfolio, ranked #1.

Martel Wealth Advisors first reported a position in VCRB in Q4 2024 and has held it in 7 quarters since. 306 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • Martel Wealth Advisors held 1,672,614 shares of Vanguard Core Bond ETF worth $129M as of Q2 2026.
  • Martel Wealth Advisors bought 91,834 Vanguard Core Bond ETF shares in Q2 2026, an estimated $7.09M.
  • Vanguard Core Bond ETF made up 20.32% of Martel Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • Martel Wealth Advisors first reported a position in Vanguard Core Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 306 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.