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
Q3 		$130M Buy
1,767,239
+94,625
+6% +$7.17M 20.4% 2
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

FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $667M AUM 15.8% 1-Year Est. Return
QFPS
Quantum Financial Planning Services Spokane, Washington $367M AUM 8.86% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Martel Wealth Advisors's VCRB Position: Q3 2026 in Review

Martel Wealth Advisors increased its Vanguard Core Bond ETF (VCRB) stake by 5.7% in Q3 2026, buying an estimated $7.17M and bringing the position to 1,767,239 shares worth $130M. The position accounts for 20.4% of the portfolio, ranked #2.

Martel Wealth Advisors first reported a position in VCRB in Q4 2024 and has held it in 8 quarters since. 46 funds tracked by Wall St. Rank hold VCRB as of Q3 2026.

  • Martel Wealth Advisors held 1,767,239 shares of Vanguard Core Bond ETF worth $130M as of Q3 2026.
  • Martel Wealth Advisors bought 94,625 Vanguard Core Bond ETF shares in Q3 2026, an estimated $7.17M.
  • Vanguard Core Bond ETF made up 20.4% of Martel Wealth Advisors's portfolio in Q3 2026, its #2 holding.
  • Martel Wealth Advisors first reported a position in Vanguard Core Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • 46 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q3 2026.

Based on Martel Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.