PL
VCRB icon

Plancorp LLC’s Vanguard Core Bond ETF VCRB Stock Holding History

Plancorp LLC’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 		$5.07M Buy
66,485
+38,283
+136% +$2.95M 0.12% 74
2026
Q1 		$2.18M Buy
28,202
+7,488
+36% +$584K 0.06% 107
2025
Q4 		$1.61M Buy
20,714
+13,275
+178% +$1.04M 0.05% 121
2025
Q3 		$583K Buy
+7,439
New +$577K 0.02% 210
2025
Q2 		– Sell
-2,846
Closed -$220K – 388
2025
Q1 		$220K Buy
2,846
+55
+2% +$4.21K 0.01% 330
2024
Q4 		$212K Sell
2,791
-24
-0.9% -$1.85K 0.01% 306
2024
Q3 		$223K Buy
+2,815
New +$220K 0.01% 287

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
ACM
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
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 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

Plancorp LLC's VCRB Position: Q2 2026 in Review

Plancorp LLC increased its Vanguard Core Bond ETF (VCRB) stake by 136% in Q2 2026, buying an estimated $2.95M and bringing the position to 66,485 shares worth $5.07M. The position accounts for 0.12% of the portfolio, ranked #74.

Plancorp LLC first reported a position in VCRB in Q3 2024 and has held it in 7 quarters since. 306 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • Plancorp LLC held 66,485 shares of Vanguard Core Bond ETF worth $5.07M as of Q2 2026.
  • Plancorp LLC bought 38,283 Vanguard Core Bond ETF shares in Q2 2026, an estimated $2.95M.
  • Vanguard Core Bond ETF made up 0.12% of Plancorp LLC's portfolio in Q2 2026, its #74 holding.
  • Plancorp LLC first reported a position in Vanguard Core Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 306 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.