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

Peterson 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
Q3 		$614K Buy
8,344
+5,285
+173% +$400K 0.07% 59
2026
Q2 		$236K Buy
+3,059
New +$236K 0.03% 108

Other funds holding VCRB

BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM

Peterson Wealth Advisors's VCRB Position: Q3 2026 in Review

Peterson Wealth Advisors increased its Vanguard Core Bond ETF (VCRB) stake by 173% in Q3 2026, buying an estimated $400K and bringing the position to 8,344 shares worth $614K. The position accounts for 0.07% of the portfolio, ranked #59.

Peterson Wealth Advisors first reported a position in VCRB in Q2 2026 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold VCRB as of Q3 2026.

  • Peterson Wealth Advisors held 8,344 shares of Vanguard Core Bond ETF worth $614K as of Q3 2026.
  • Peterson Wealth Advisors bought 5,285 Vanguard Core Bond ETF shares in Q3 2026, an estimated $400K.
  • Vanguard Core Bond ETF made up 0.07% of Peterson Wealth Advisors's portfolio in Q3 2026, its #59 holding.
  • Peterson Wealth Advisors first reported a position in Vanguard Core Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q3 2026.

Based on Peterson Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.