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Pasadena Private Wealth’s Vanguard Core Bond ETF VCRB Stock Holding History

Pasadena Private 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 		$580K Buy
7,515
+443
+6% +$34.2K 0.07% 131
2026
Q1 		$547K Buy
7,072
+699
+11% +$54.6K 0.08% 126
2025
Q4 		$496K Buy
6,373
+444
+7% +$34.8K 0.07% 124
2025
Q3 		$465K Buy
5,929
+613
+12% +$47.6K 0.07% 121
2025
Q2 		$412K Buy
5,316
+28
+0.5% +$2.15K 0.07% 119
2025
Q1 		$409K Buy
5,288
+990
+23% +$75.8K 0.08% 116
2024
Q4 		$326K Buy
4,298
+928
+28% +$71.7K 0.07% 119
2024
Q3 		$267K Sell
3,370
-44
-1% -$3.44K 0.06% 118
2024
Q2 		$260K Buy
3,414
+618
+22% +$46.6K 0.06% 114
2024
Q1 		$214K Buy
+2,796
New +$214K 0.05% 132

Other funds holding VCRB

HBK Sorce Advisory
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Advance Capital Management
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
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
NEPC LLC
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 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

Pasadena Private Wealth's VCRB Position: Q2 2026 in Review

Pasadena Private Wealth increased its Vanguard Core Bond ETF (VCRB) stake by 6.3% in Q2 2026, buying an estimated $34.2K and bringing the position to 7,515 shares worth $580K. The position accounts for 0.07% of the portfolio, ranked #131.

Pasadena Private Wealth first reported a position in VCRB in Q1 2024 and has held it in 10 quarters since. 310 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • Pasadena Private Wealth held 7,515 shares of Vanguard Core Bond ETF worth $580K as of Q2 2026.
  • Pasadena Private Wealth bought 443 Vanguard Core Bond ETF shares in Q2 2026, an estimated $34.2K.
  • Vanguard Core Bond ETF made up 0.07% of Pasadena Private Wealth's portfolio in Q2 2026, its #131 holding.
  • Pasadena Private Wealth first reported a position in Vanguard Core Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 310 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.