Quantum Financial Planning Services’s Vanguard Core Bond ETF VCRB Stock Holding History

Quantum Financial Planning Services’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	$29.9M	Buy	387,776 +18,735	+5%	+$1.45M	9.29%	5
2026 Q1	$28.6M	Buy	369,041 +9,533	+3%	+$744K	10.26%	4
2025 Q4	$28M	Buy	359,508 +18,754	+6%	+$1.47M	10.15%	4
2025 Q3	$26.7M	Sell	340,754 -2,042	-0.6%	-$158K	10.81%	4
2025 Q2	$26.6M	Buy	342,796 +268,914	+364%	+$20.6M	12.52%	4
2025 Q1	$5.72M	Buy	73,882 +4,655	+7%	+$356K	3.13%	5
2024 Q4	$5.25M	Buy	+69,227	New	+$5.34M	2.91%	5

Other funds holding VCRB

MWA

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

OFS

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

MWM

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

MWA

Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

AIM

AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

MCFP

Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return

Quantum Financial Planning Services's VCRB Position: Q2 2026 in Review

Quantum Financial Planning Services increased its Vanguard Core Bond ETF (VCRB) stake by 5.1% in Q2 2026, buying an estimated $1.45M and bringing the position to 387,776 shares worth $29.9M. The position accounts for 9.29% of the portfolio, ranked #5.

Quantum Financial Planning Services first reported a position in VCRB in Q4 2024 and has held it in 7 quarters since. 51 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

Quantum Financial Planning Services held 387,776 shares of Vanguard Core Bond ETF worth $29.9M as of Q2 2026.
Quantum Financial Planning Services bought 18,735 Vanguard Core Bond ETF shares in Q2 2026, an estimated $1.45M.
Vanguard Core Bond ETF made up 9.29% of Quantum Financial Planning Services's portfolio in Q2 2026, its #5 holding.
Quantum Financial Planning Services first reported a position in Vanguard Core Bond ETF in Q4 2024 and has held it in 7 quarters since.
51 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Quantum Financial Planning Services's 13F filing for Q2 2026, filed 15 Jul 2026.