Pearl Planning’s Vanguard Core Bond ETF VCRB Stock Holding History

Pearl Planning’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 Q3	$827K	Buy	+11,236	New	+$851K	0.34%	29

Other funds holding VCRB

HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

Pearl Planning's VCRB Position: Q3 2026 in Review

Pearl Planning opened a new position in Vanguard Core Bond ETF (VCRB) in Q3 2026: 11,236 shares worth $827K. The stake represents 0.34% of the portfolio and ranks #29 among its holdings.

227 funds tracked by Wall St. Rank hold VCRB as of Q3 2026.

Pearl Planning held 11,236 shares of Vanguard Core Bond ETF worth $827K as of Q3 2026.
Vanguard Core Bond ETF was a new Pearl Planning position in Q3 2026.
Vanguard Core Bond ETF made up 0.34% of Pearl Planning's portfolio in Q3 2026, its #29 holding.
227 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q3 2026.

Based on Pearl Planning's 13F filing for Q3 2026, filed 13 Oct 2026.