SM
VCRB icon

Sweeney & Michel’s Vanguard Core Bond ETF VCRB Stock Holding History

Sweeney & Michel’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 		$336K Buy
4,336
+331
+8% +$25.8K 0.1% 113
2025
Q4 		$314K Sell
4,005
-176
-4% -$13.8K 0.09% 112
2025
Q3 		$328K Buy
+4,181
New +$325K 0.11% 105

Other funds holding VCRB

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NL
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return

Sweeney & Michel's VCRB Position: Q1 2026 in Review

Sweeney & Michel increased its Vanguard Core Bond ETF (VCRB) stake by 8.3% in Q1 2026, buying an estimated $25.8K and bringing the position to 4,336 shares worth $336K. The position accounts for 0.1% of the portfolio, ranked #113.

Sweeney & Michel first reported a position in VCRB in Q3 2025 and has held it in 3 quarters since. 275 funds tracked by Wall St. Rank hold VCRB as of Q1 2026.

  • Sweeney & Michel held 4,336 shares of Vanguard Core Bond ETF worth $336K as of Q1 2026.
  • Sweeney & Michel bought 331 Vanguard Core Bond ETF shares in Q1 2026, an estimated $25.8K.
  • Vanguard Core Bond ETF made up 0.1% of Sweeney & Michel's portfolio in Q1 2026, its #113 holding.
  • Sweeney & Michel first reported a position in Vanguard Core Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 275 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.