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

Momentous 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	$31.1M	Buy	402,952 +22,877	+6%	+$1.77M	15.95%	2
2026 Q1	$29.4M	Buy	380,075 +11,821	+3%	+$923K	16.81%	2
2025 Q4	$28.7M	Buy	368,254 +37,658	+11%	+$2.95M	16.26%	2
2025 Q3	$25.9M	Buy	330,596 +2,717	+0.8%	+$211K	16.44%	2
2025 Q2	$25.4M	Buy	327,879 +26,021	+9%	+$1.99M	16.44%	2
2025 Q1	$23.4M	Buy	301,858 +54,307	+22%	+$4.16M	16.55%	2
2024 Q4	$18.8M	Buy	+247,551	New	+$19.1M	15.56%	2

Other funds holding VCRB

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

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

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 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

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

Momentous Wealth Management increased its Vanguard Core Bond ETF (VCRB) stake by 6% in Q2 2026, buying an estimated $1.77M and bringing the position to 402,952 shares worth $31.1M. The position accounts for 15.95% of the portfolio, ranked #2.

Momentous Wealth Management first reported a position in VCRB in Q4 2024 and has held it in 7 quarters since. 307 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

Momentous Wealth Management held 402,952 shares of Vanguard Core Bond ETF worth $31.1M as of Q2 2026.
Momentous Wealth Management bought 22,877 Vanguard Core Bond ETF shares in Q2 2026, an estimated $1.77M.
Vanguard Core Bond ETF made up 15.95% of Momentous Wealth Management's portfolio in Q2 2026, its #2 holding.
Momentous Wealth Management first reported a position in Vanguard Core Bond ETF in Q4 2024 and has held it in 7 quarters since.
307 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Momentous Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.