NG
VCRB icon

Novem Group’s Vanguard Core Bond ETF VCRB Stock Holding History

Novem Group’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 		$391K Sell
5,069
-150
-3% -$11.6K 0.04% 310
2026
Q1 		$404K Hold
5,219
– – 0.05% 300
2025
Q4 		$407K Buy
5,219
+362
+7% +$28.4K 0.05% 296
2025
Q3 		$381K Buy
4,857
+524
+12% +$40.7K 0.04% 297
2025
Q2 		$336K Buy
+4,333
New +$332K 0.04% 300

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

Novem Group's VCRB Position: Q2 2026 in Review

Novem Group reduced its Vanguard Core Bond ETF (VCRB) stake by 2.9% in Q2 2026, selling an estimated $11.6K and leaving 5,069 shares worth $391K. The position accounts for 0.04% of the portfolio, ranked #310.

Novem Group first reported a position in VCRB in Q2 2025 and has held it in 5 quarters since. The position peaked at $407K in Q4 2025. 307 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • Novem Group held 5,069 shares of Vanguard Core Bond ETF worth $391K as of Q2 2026.
  • Novem Group sold 150 Vanguard Core Bond ETF shares in Q2 2026, an estimated $11.6K.
  • Vanguard Core Bond ETF made up 0.04% of Novem Group's portfolio in Q2 2026, its #310 holding.
  • Novem Group first reported a position in Vanguard Core Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Novem Group's Vanguard Core Bond ETF position peaked at $407K in Q4 2025.
  • 307 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.