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 Q3	$39M	Buy	529,398 +141,622	+37%	+$10.7M	10.62%	4
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

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

Quantum Financial Planning Services's VCRB Position: Q3 2026 in Review

Quantum Financial Planning Services increased its Vanguard Core Bond ETF (VCRB) stake by 37% in Q3 2026, buying an estimated $10.7M and bringing the position to 529,398 shares worth $39M. The position accounts for 10.62% of the portfolio, ranked #4.

Quantum Financial Planning Services first reported a position in VCRB in Q4 2024 and has held it in 8 quarters since. 199 funds tracked by Wall St. Rank hold VCRB as of Q3 2026.

Quantum Financial Planning Services held 529,398 shares of Vanguard Core Bond ETF worth $39M as of Q3 2026.
Quantum Financial Planning Services bought 141,622 Vanguard Core Bond ETF shares in Q3 2026, an estimated $10.7M.
Vanguard Core Bond ETF made up 10.62% of Quantum Financial Planning Services's portfolio in Q3 2026, its #4 holding.
Quantum Financial Planning Services first reported a position in Vanguard Core Bond ETF in Q4 2024 and has held it in 8 quarters since.
199 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q3 2026.

Based on Quantum Financial Planning Services's 13F filing for Q3 2026, filed 14 Oct 2026.