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Omni 360 Wealth’s Vanguard Core Bond ETF VCRB Stock Holding History

Omni 360 Wealth’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 		$5.85M Buy
75,743
+5,409
+8% +$417K 2.7% 8
2026
Q1 		$5.44M Sell
70,334
-1,301
-2% -$102K 2.81% 9
2025
Q4 		$5.61M Sell
71,635
-1,515
-2% -$119K 2.87% 9
2025
Q3 		$5.74M Buy
73,150
+5,468
+8% +$424K 3.22% 7
2025
Q2 		$5.25M Buy
67,682
+6,237
+10% +$478K 3.26% 7
2025
Q1 		$4.76M Buy
61,445
+17,907
+41% +$1.37M 3.19% 7
2024
Q4 		$3.3M Buy
43,538
+6,777
+18% +$523K 2.2% 11
2024
Q3 		$2.91M Buy
36,761
+16,196
+79% +$1.26M 2% 11
2024
Q2 		$1.56M Buy
20,565
+11,940
+138% +$901K 1.19% 22
2024
Q1 		$660K Buy
+8,625
New +$659K 0.55% 47

Other funds holding VCRB

MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
QFPS
Quantum Financial Planning Services Spokane, Washington $323M AUM 14.02% 1-Year Est. Return

Omni 360 Wealth's VCRB Position: Q2 2026 in Review

Omni 360 Wealth increased its Vanguard Core Bond ETF (VCRB) stake by 7.7% in Q2 2026, buying an estimated $417K and bringing the position to 75,743 shares worth $5.85M. The position accounts for 2.7% of the portfolio, ranked #8.

Omni 360 Wealth first reported a position in VCRB in Q1 2024 and has held it in 10 quarters since. 60 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • Omni 360 Wealth held 75,743 shares of Vanguard Core Bond ETF worth $5.85M as of Q2 2026.
  • Omni 360 Wealth bought 5,409 Vanguard Core Bond ETF shares in Q2 2026, an estimated $417K.
  • Vanguard Core Bond ETF made up 2.7% of Omni 360 Wealth's portfolio in Q2 2026, its #8 holding.
  • Omni 360 Wealth first reported a position in Vanguard Core Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 60 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.