Strategic Family Wealth Counselors’s Vanguard Core Bond ETF VCRB Stock Holding History

Strategic Family Wealth Counselors’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 Q1	$9.87M	Buy	127,505 +18,895	+17%	+$1.47M	2.59%	12
2025 Q4	$8.45M	Buy	108,610 +29,535	+37%	+$2.32M	1.9%	16
2025 Q3	$6.2M	Buy	79,075 +15,954	+25%	+$1.24M	1.6%	22
2025 Q2	$4.9M	Buy	63,121 +5,653	+10%	+$433K	1.4%	24
2025 Q1	$4.45M	Buy	57,468 +18,869	+49%	+$1.44M	1.45%	24
2024 Q4	$2.93M	Buy	38,599 +16,829	+77%	+$1.3M	0.95%	32
2024 Q3	$1.72M	Buy	21,770 +9,784	+82%	+$764K	0.6%	41
2024 Q2	$911K	Buy	+11,986	New	+$905K	0.35%	52

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 $2.64B AUM 13.57% 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 $1.37T AUM 24.88% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 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

Strategic Family Wealth Counselors's VCRB Position: Q1 2026 in Review

Strategic Family Wealth Counselors increased its Vanguard Core Bond ETF (VCRB) stake by 17% in Q1 2026, buying an estimated $1.47M and bringing the position to 127,505 shares worth $9.87M. The position accounts for 2.59% of the portfolio, ranked #12.

Strategic Family Wealth Counselors first reported a position in VCRB in Q2 2024 and has held it in 8 quarters since. 275 funds tracked by Wall St. Rank hold VCRB as of Q1 2026.

Strategic Family Wealth Counselors held 127,505 shares of Vanguard Core Bond ETF worth $9.87M as of Q1 2026.
Strategic Family Wealth Counselors bought 18,895 Vanguard Core Bond ETF shares in Q1 2026, an estimated $1.47M.
Vanguard Core Bond ETF made up 2.59% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #12 holding.
Strategic Family Wealth Counselors first reported a position in Vanguard Core Bond ETF in Q2 2024 and has held it in 8 quarters since.
275 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.