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Smith & Howard Wealth Management’s Vanguard Core Bond ETF VCRB Stock Holding History

Smith & Howard Wealth Management’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 		$87.9M Buy
1,138,506
+49,682
+5% +$3.83M 17.48% 1
2026
Q1 		$84.3M Buy
1,088,824
+70,112
+7% +$5.47M 18.22% 1
2025
Q4 		$79.4M Buy
1,018,712
+82,020
+9% +$6.43M 17.84% 1
2025
Q3 		$73.4M Buy
936,692
+63,989
+7% +$4.97M 16.94% 1
2025
Q2 		$67.7M Buy
+872,703
New +$66.9M 17.15% 1

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

Smith & Howard Wealth Management's VCRB Position: Q2 2026 in Review

Smith & Howard Wealth Management increased its Vanguard Core Bond ETF (VCRB) stake by 4.6% in Q2 2026, buying an estimated $3.83M and bringing the position to 1,138,506 shares worth $87.9M. The position accounts for 17.48% of the portfolio, ranked #1.

Smith & Howard Wealth Management first reported a position in VCRB in Q2 2025 and has held it in 5 quarters since. 307 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • Smith & Howard Wealth Management held 1,138,506 shares of Vanguard Core Bond ETF worth $87.9M as of Q2 2026.
  • Smith & Howard Wealth Management bought 49,682 Vanguard Core Bond ETF shares in Q2 2026, an estimated $3.83M.
  • Vanguard Core Bond ETF made up 17.48% of Smith & Howard Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Smith & Howard Wealth Management first reported a position in Vanguard Core Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 307 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.