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

San Luis 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	$24.5M	Buy	317,382 +30,692	+11%	+$2.37M	3.69%	5
2026 Q1	$22.2M	Buy	286,690 +38,243	+15%	+$2.98M	3.67%	6
2025 Q4	$19.4M	Buy	248,447 +19,827	+9%	+$1.55M	3.24%	6
2025 Q3	$17.9M	Buy	228,620 +17,425	+8%	+$1.35M	3.23%	6
2025 Q2	$16.4M	Sell	211,195 -223,686	-51%	-$17.1M	3.52%	5
2025 Q1	$33.7M	Sell	434,881 -84,153	-16%	-$6.44M	7.61%	2
2024 Q4	$39.3M	Buy	519,034 +38,759	+8%	+$2.99M	7.45%	2
2024 Q3	$38M	Buy	480,275 +85,264	+22%	+$6.66M	7.86%	2
2024 Q2	$30M	Buy	+395,011	New	+$29.8M	7.21%	2

Other funds holding VCRB

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

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

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 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

San Luis Wealth Advisors's VCRB Position: Q2 2026 in Review

San Luis Wealth Advisors increased its Vanguard Core Bond ETF (VCRB) stake by 11% in Q2 2026, buying an estimated $2.37M and bringing the position to 317,382 shares worth $24.5M. The position accounts for 3.69% of the portfolio, ranked #5.

San Luis Wealth Advisors first reported a position in VCRB in Q2 2024 and has held it in 9 quarters since. The position peaked at $39.3M in Q4 2024. 306 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

San Luis Wealth Advisors held 317,382 shares of Vanguard Core Bond ETF worth $24.5M as of Q2 2026.
San Luis Wealth Advisors bought 30,692 Vanguard Core Bond ETF shares in Q2 2026, an estimated $2.37M.
Vanguard Core Bond ETF made up 3.69% of San Luis Wealth Advisors's portfolio in Q2 2026, its #5 holding.
San Luis Wealth Advisors first reported a position in Vanguard Core Bond ETF in Q2 2024 and has held it in 9 quarters since.
San Luis Wealth Advisors's Vanguard Core Bond ETF position peaked at $39.3M in Q4 2024.
306 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.