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Patriot Financial Group Insurance Agency’s Vanguard Core Bond ETF VCRB Stock Holding History

Patriot Financial Group Insurance Agency’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 		$548K Sell
7,083
-5,343
-43% -$412K 0.06% 298
2026
Q1 		$962K Buy
12,426
+6,275
+102% +$490K 0.05% 308
2025
Q4 		$479K Buy
6,151
+171
+3% +$13.4K 0.06% 300
2025
Q3 		$469K Buy
+5,980
New +$464K 0.06% 298

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SHWM
Smith & Howard Wealth Management Atlanta, Georgia $503M AUM 15.12% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.73B AUM 25.76% 1-Year Est. Return

Patriot Financial Group Insurance Agency's VCRB Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Vanguard Core Bond ETF (VCRB) stake by 43% in Q2 2026, selling an estimated $412K and leaving 7,083 shares worth $548K. The position accounts for 0.06% of the portfolio, ranked #298.

Patriot Financial Group Insurance Agency first reported a position in VCRB in Q3 2025 and has held it in 4 quarters since. The position peaked at $962K in Q1 2026. 195 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 7,083 shares of Vanguard Core Bond ETF worth $548K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 5,343 Vanguard Core Bond ETF shares in Q2 2026, an estimated $412K.
  • Vanguard Core Bond ETF made up 0.06% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #298 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Vanguard Core Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Patriot Financial Group Insurance Agency's Vanguard Core Bond ETF position peaked at $962K in Q1 2026.
  • 195 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.