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Oak Wealth Advisors’s Vanguard Core Bond ETF VCRB Stock Holding History

Oak Wealth 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 		$352K Buy
+4,554
New +$351K 0.17% 57

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
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
MWM
Magnolia Wealth Management Dothan, Alabama $191M AUM 17.58% 1-Year Est. Return
NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 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
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

Oak Wealth Advisors's VCRB Position: Q2 2026 in Review

Oak Wealth Advisors opened a new position in Vanguard Core Bond ETF (VCRB) in Q2 2026: 4,554 shares worth $352K. The stake represents 0.17% of the portfolio and ranks #57 among its holdings.

128 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • Oak Wealth Advisors held 4,554 shares of Vanguard Core Bond ETF worth $352K as of Q2 2026.
  • Vanguard Core Bond ETF was a new Oak Wealth Advisors position in Q2 2026.
  • Vanguard Core Bond ETF made up 0.17% of Oak Wealth Advisors's portfolio in Q2 2026, its #57 holding.
  • 128 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.