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Safe Harbor Family Capital’s Vanguard Core Bond ETF VCRB Stock Holding History

Safe Harbor Family Capital’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 		$18.6M Buy
241,045
+45,219
+23% +$3.49M 12.44% 3
2026
Q1 		$15.2M Buy
195,826
+34,133
+21% +$2.66M 11.85% 3
2025
Q4 		$12.6M Buy
+161,693
New +$12.7M 11.07% 3

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Safe Harbor Family Capital's VCRB Position: Q2 2026 in Review

Safe Harbor Family Capital increased its Vanguard Core Bond ETF (VCRB) stake by 23% in Q2 2026, buying an estimated $3.49M and bringing the position to 241,045 shares worth $18.6M. The position accounts for 12.44% of the portfolio, ranked #3.

Safe Harbor Family Capital first reported a position in VCRB in Q4 2025 and has held it in 3 quarters since. 297 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • Safe Harbor Family Capital held 241,045 shares of Vanguard Core Bond ETF worth $18.6M as of Q2 2026.
  • Safe Harbor Family Capital bought 45,219 Vanguard Core Bond ETF shares in Q2 2026, an estimated $3.49M.
  • Vanguard Core Bond ETF made up 12.44% of Safe Harbor Family Capital's portfolio in Q2 2026, its #3 holding.
  • Safe Harbor Family Capital first reported a position in Vanguard Core Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 297 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Safe Harbor Family Capital's 13F filing for Q2 2026, filed 11 Aug 2026.