MWM
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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
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 $5.05B AUM 16.64% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return

Momentous Wealth Management's VCRB Position: Q1 2026 in Review

Momentous Wealth Management increased its Vanguard Core Bond ETF (VCRB) stake by 3.2% in Q1 2026, buying an estimated $923K and bringing the position to 380,075 shares worth $29.4M. The position accounts for 16.81% of the portfolio, ranked #2.

Momentous Wealth Management first reported a position in VCRB in Q4 2024 and has held it in 6 quarters since. 275 funds tracked by Wall St. Rank hold VCRB as of Q1 2026.

  • Momentous Wealth Management held 380,075 shares of Vanguard Core Bond ETF worth $29.4M as of Q1 2026.
  • Momentous Wealth Management bought 11,821 Vanguard Core Bond ETF shares in Q1 2026, an estimated $923K.
  • Vanguard Core Bond ETF made up 16.81% of Momentous Wealth Management's portfolio in Q1 2026, its #2 holding.
  • Momentous Wealth Management first reported a position in Vanguard Core Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 275 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q1 2026.

Based on Momentous Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.