Steph & Co’s Vanguard Core Bond ETF VCRB Stock Holding History

Steph & Co’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 Q3	$39.7K	Buy	539 +108	+25%	+$8.18K	0.01%	189
2026 Q2	$33.3K	Hold	431	–	–	0.01%	200
2026 Q1	$33.4K	Sell	431 -226	-34%	-$17.6K	0.01%	221
2025 Q4	$51.2K	Hold	657	–	–	0.01%	188
2025 Q3	$51.5K	Hold	657	–	–	0.02%	189
2025 Q2	$51K	Buy	657 +119	+22%	+$9.12K	0.02%	184
2025 Q1	$41.7K	Hold	538	–	–	0.02%	183
2024 Q4	$40.8K	Hold	538	–	–	0.01%	186
2024 Q3	$42.6K	Hold	538	–	–	0.01%	185
2024 Q2	$40.9K	Buy	+538	New	+$40.6K	0.01%	180

Other funds holding VCRB

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

Orrstown Financial Services Harrisburg, Pennsylvania $667M AUM 15.8% 1-Year Est. Return

MWM

Magnolia Wealth Management Dothan, Alabama $191M AUM 9.47% 1-Year Est. Return

QFPS

Quantum Financial Planning Services Spokane, Washington $367M AUM 8.86% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 12.65% 1-Year Est. Return

Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return

MCFP

Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return

Steph & Co's VCRB Position: Q3 2026 in Review

Steph & Co increased its Vanguard Core Bond ETF (VCRB) stake by 25% in Q3 2026, buying an estimated $8.18K and bringing the position to 539 shares worth $39.7K. The position accounts for 0.01% of the portfolio, ranked #189.

Steph & Co first reported a position in VCRB in Q2 2024 and has held it in 10 quarters since. The position peaked at $51.5K in Q3 2025. 73 funds tracked by Wall St. Rank hold VCRB as of Q3 2026.

Steph & Co held 539 shares of Vanguard Core Bond ETF worth $39.7K as of Q3 2026.
Steph & Co bought 108 Vanguard Core Bond ETF shares in Q3 2026, an estimated $8.18K.
Vanguard Core Bond ETF made up 0.01% of Steph & Co's portfolio in Q3 2026, its #189 holding.
Steph & Co first reported a position in Vanguard Core Bond ETF in Q2 2024 and has held it in 10 quarters since.
Steph & Co's Vanguard Core Bond ETF position peaked at $51.5K in Q3 2025.
73 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.