MWM
VCRB icon

Mission Wealth Management’s Vanguard Core Bond ETF VCRB Stock Holding History

Mission Wealth 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 		$11.7M Buy
151,560
+47,187
+45% +$3.64M 0.14% 97
2026
Q1 		$8.08M Buy
104,373
+23,276
+29% +$1.82M 0.17% 75
2025
Q4 		$6.32M Buy
81,097
+17,150
+27% +$1.34M 0.13% 91
2025
Q3 		$5.01M Buy
63,947
+14,109
+28% +$1.1M 0.1% 116
2025
Q2 		$3.87M Buy
49,838
+9,442
+23% +$723K 0.08% 138
2025
Q1 		$3.13M Buy
+40,396
New +$3.09M 0.08% 142

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

Mission Wealth Management's VCRB Position: Q2 2026 in Review

Mission Wealth Management increased its Vanguard Core Bond ETF (VCRB) stake by 45% in Q2 2026, buying an estimated $3.64M and bringing the position to 151,560 shares worth $11.7M. The position accounts for 0.14% of the portfolio, ranked #97.

Mission Wealth Management first reported a position in VCRB in Q1 2025 and has held it in 6 quarters since. 307 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • Mission Wealth Management held 151,560 shares of Vanguard Core Bond ETF worth $11.7M as of Q2 2026.
  • Mission Wealth Management bought 47,187 Vanguard Core Bond ETF shares in Q2 2026, an estimated $3.64M.
  • Vanguard Core Bond ETF made up 0.14% of Mission Wealth Management's portfolio in Q2 2026, its #97 holding.
  • Mission Wealth Management first reported a position in Vanguard Core Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 307 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.