MWA
VCRB icon

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

Mills 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 		$39.7M Buy
513,604
+57,899
+13% +$4.47M 12.49% 2
2026
Q1 		$35.3M Buy
455,705
+28,198
+7% +$2.2M 12.32% 2
2025
Q4 		$33.3M Buy
427,507
+29,226
+7% +$2.29M 13.13% 2
2025
Q3 		$31.2M Buy
398,281
+10,432
+3% +$810K 12.71% 2
2025
Q2 		$30.1M Buy
387,849
+71,442
+23% +$5.47M 13.8% 2
2025
Q1 		$24.5M Buy
316,407
+26,253
+9% +$2.01M 13.01% 2
2024
Q4 		$22M Buy
290,154
+162,752
+128% +$12.6M 12.52% 2
2024
Q3 		$10.1M Sell
127,402
-42,167
-25% -$3.29M 6.95% 4
2024
Q2 		$12.9M Buy
169,569
+102,563
+153% +$7.74M 9.21% 4
2024
Q1 		$5.13M Buy
67,006
+61,089
+1,032% +$4.67M 3.76% 8
2023
Q4 		$458K Buy
+5,917
New +$457K 0.35% 31

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

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

Mills Wealth Advisors increased its Vanguard Core Bond ETF (VCRB) stake by 13% in Q2 2026, buying an estimated $4.47M and bringing the position to 513,604 shares worth $39.7M. The position accounts for 12.49% of the portfolio, ranked #2.

Mills Wealth Advisors first reported a position in VCRB in Q4 2023 and has held it in 11 quarters since. 307 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • Mills Wealth Advisors held 513,604 shares of Vanguard Core Bond ETF worth $39.7M as of Q2 2026.
  • Mills Wealth Advisors bought 57,899 Vanguard Core Bond ETF shares in Q2 2026, an estimated $4.47M.
  • Vanguard Core Bond ETF made up 12.49% of Mills Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • Mills Wealth Advisors first reported a position in Vanguard Core Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 307 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.