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New England Capital Financial Advisors’s Vanguard Core Bond ETF VCRB Stock Holding History

New England Capital Financial 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 		$48.9M Buy
632,969
+42,095
+7% +$3.25M 11.69% 3
2026
Q1 		$45.7M Buy
590,874
+526,076
+812% +$41.1M 12.52% 3
2025
Q4 		$5.05M Buy
+64,798
New +$5.08M 1.97% 11

Other funds holding VCRB

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
MWM
Magnolia Wealth Management Dothan, Alabama $191M AUM 17.58% 1-Year Est. Return
TFG
Tilson Financial Group New Providence, New Jersey $364M AUM 16.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return

New England Capital Financial Advisors's VCRB Position: Q2 2026 in Review

New England Capital Financial Advisors increased its Vanguard Core Bond ETF (VCRB) stake by 7.1% in Q2 2026, buying an estimated $3.25M and bringing the position to 632,969 shares worth $48.9M. The position accounts for 11.69% of the portfolio, ranked #3.

New England Capital Financial Advisors first reported a position in VCRB in Q4 2025 and has held it in 3 quarters since. 140 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • New England Capital Financial Advisors held 632,969 shares of Vanguard Core Bond ETF worth $48.9M as of Q2 2026.
  • New England Capital Financial Advisors bought 42,095 Vanguard Core Bond ETF shares in Q2 2026, an estimated $3.25M.
  • Vanguard Core Bond ETF made up 11.69% of New England Capital Financial Advisors's portfolio in Q2 2026, its #3 holding.
  • New England Capital Financial Advisors first reported a position in Vanguard Core Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 140 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.