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

Physician 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 Q2	$465K	Buy	6,021 +865	+17%	+$66.8K	0.06%	124
2026 Q1	$399K	Buy	5,156 +746	+17%	+$58.2K	0.06%	121
2025 Q4	$344K	Buy	4,410 +1,397	+46%	+$110K	0.05%	129
2025 Q3	$236K	Buy	3,013 +530	+21%	+$41.1K	0.03%	164
2025 Q2	$193K	Hold	2,483	–	–	0.03%	193
2025 Q1	$192K	Buy	2,483 +193	+8%	+$14.8K	0.03%	185
2024 Q4	$174K	Buy	+2,290	New	+$177K	0.03%	196

Other funds holding VCRB

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SHWM

Smith & Howard Wealth Management Atlanta, Georgia $503M AUM 15.12% 1-Year Est. Return

Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return

OFS

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

MWM

Magnolia Wealth Management Dothan, Alabama $191M AUM 17.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

NECFA

New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return

Physician Wealth Advisors's VCRB Position: Q2 2026 in Review

Physician Wealth Advisors increased its Vanguard Core Bond ETF (VCRB) stake by 17% in Q2 2026, buying an estimated $66.8K and bringing the position to 6,021 shares worth $465K. The position accounts for 0.06% of the portfolio, ranked #124.

Physician Wealth Advisors first reported a position in VCRB in Q4 2024 and has held it in 7 quarters since. 151 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

Physician Wealth Advisors held 6,021 shares of Vanguard Core Bond ETF worth $465K as of Q2 2026.
Physician Wealth Advisors bought 865 Vanguard Core Bond ETF shares in Q2 2026, an estimated $66.8K.
Vanguard Core Bond ETF made up 0.06% of Physician Wealth Advisors's portfolio in Q2 2026, its #124 holding.
Physician Wealth Advisors first reported a position in Vanguard Core Bond ETF in Q4 2024 and has held it in 7 quarters since.
151 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.