SF
VCRB icon

Summit Financial’s Vanguard Core Bond ETF VCRB Stock Holding History

Summit Financial’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 		$835K Sell
10,809
-56,022
-84% -$4.32M 0.01% 902
2026
Q1 		$5.17M Buy
66,831
+511
+0.8% +$39.9K 0.07% 302
2025
Q4 		$5.17M Buy
66,320
+4,191
+7% +$329K 0.08% 255
2025
Q3 		$4.87M Buy
+62,129
New +$4.82M 0.07% 261

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

Summit Financial's VCRB Position: Q2 2026 in Review

Summit Financial reduced its Vanguard Core Bond ETF (VCRB) stake by 84% in Q2 2026, selling an estimated $4.32M and leaving 10,809 shares worth $835K. The position accounts for 0.01% of the portfolio, ranked #902.

Summit Financial first reported a position in VCRB in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.17M in Q1 2026. 307 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • Summit Financial held 10,809 shares of Vanguard Core Bond ETF worth $835K as of Q2 2026.
  • Summit Financial sold 56,022 Vanguard Core Bond ETF shares in Q2 2026, an estimated $4.32M.
  • Vanguard Core Bond ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #902 holding.
  • Summit Financial first reported a position in Vanguard Core Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's Vanguard Core Bond ETF position peaked at $5.17M in Q1 2026.
  • 307 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.