SWA
VCRB icon

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

ShankerValleau 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 		$14.9M Buy
192,792
+10,757
+6% +$830K 3.92% 9
2026
Q1 		$14.1M Buy
182,035
+2,566
+1% +$200K 3.97% 9
2025
Q4 		$14M Buy
179,469
+12,320
+7% +$966K 3.79% 9
2025
Q3 		$13.1M Buy
167,149
+10,528
+7% +$817K 3.36% 9
2025
Q2 		$12.2M Buy
156,621
+5,389
+4% +$413K 3.47% 9
2025
Q1 		$11.7M Buy
151,232
+2,786
+2% +$213K 3.8% 9
2024
Q4 		$11.3M Buy
+148,446
New +$11.5M 3.61% 9

Other funds holding VCRB

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

ShankerValleau Wealth Advisors's VCRB Position: Q2 2026 in Review

ShankerValleau Wealth Advisors increased its Vanguard Core Bond ETF (VCRB) stake by 5.9% in Q2 2026, buying an estimated $830K and bringing the position to 192,792 shares worth $14.9M. The position accounts for 3.92% of the portfolio, ranked #9.

ShankerValleau Wealth Advisors first reported a position in VCRB in Q4 2024 and has held it in 7 quarters since. 96 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • ShankerValleau Wealth Advisors held 192,792 shares of Vanguard Core Bond ETF worth $14.9M as of Q2 2026.
  • ShankerValleau Wealth Advisors bought 10,757 Vanguard Core Bond ETF shares in Q2 2026, an estimated $830K.
  • Vanguard Core Bond ETF made up 3.92% of ShankerValleau Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • ShankerValleau Wealth Advisors first reported a position in Vanguard Core Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 96 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on ShankerValleau Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.