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Signal Tree Financial Partners’s Vanguard Core Bond ETF VCRB Stock Holding History

Signal Tree Financial Partners’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 		$1.42M Buy
18,343
+1,674
+10% +$129K 0.94% 22
2026
Q1 		$1.29M Buy
16,669
+911
+6% +$71.1K 0.97% 22
2025
Q4 		$1.23M Buy
15,758
+1,159
+8% +$90.8K 0.94% 24
2025
Q3 		$1.14M Sell
14,599
-1,204
-8% -$93.4K 0.91% 24
2025
Q2 		$1.23M Buy
15,803
+5,154
+48% +$395K 1.06% 23
2025
Q1 		$825K Buy
10,649
+4,484
+73% +$343K 0.83% 20
2024
Q4 		$467K Buy
+6,165
New +$476K 0.55% 24

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
Bank of America
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
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

Signal Tree Financial Partners's VCRB Position: Q2 2026 in Review

Signal Tree Financial Partners increased its Vanguard Core Bond ETF (VCRB) stake by 10% in Q2 2026, buying an estimated $129K and bringing the position to 18,343 shares worth $1.42M. The position accounts for 0.94% of the portfolio, ranked #22.

Signal Tree Financial Partners first reported a position in VCRB in Q4 2024 and has held it in 7 quarters since. 306 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • Signal Tree Financial Partners held 18,343 shares of Vanguard Core Bond ETF worth $1.42M as of Q2 2026.
  • Signal Tree Financial Partners bought 1,674 Vanguard Core Bond ETF shares in Q2 2026, an estimated $129K.
  • Vanguard Core Bond ETF made up 0.94% of Signal Tree Financial Partners's portfolio in Q2 2026, its #22 holding.
  • Signal Tree Financial Partners first reported a position in Vanguard Core Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 306 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Signal Tree Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.