Sweeney & Michel
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
Q3 		$303K Buy
4,120
+16
+0.4% +$1.21K 0.08% 125
2026
Q2 		$312K Sell
4,104
-232
-5% -$17.9K 0.08% 124
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

HBK Sorce Advisory
HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Martel Wealth Advisors
Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Diversified Portfolios Inc
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Greenspring Advisors
Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return
BLB&B Advisors
BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

Sweeney & Michel's VCRB Position: Q3 2026 in Review

Sweeney & Michel increased its Vanguard Core Bond ETF (VCRB) stake by 0.39% in Q3 2026, buying an estimated $1.21K and bringing the position to 4,120 shares worth $303K. The position accounts for 0.08% of the portfolio, ranked #125.

Sweeney & Michel first reported a position in VCRB in Q3 2025 and has held it in 5 quarters since. The position peaked at $336K in Q1 2026. 306 funds tracked by Wall St. Rank hold VCRB as of Q3 2026.

  • Sweeney & Michel held 4,120 shares of Vanguard Core Bond ETF worth $303K as of Q3 2026.
  • Sweeney & Michel bought 16 Vanguard Core Bond ETF shares in Q3 2026, an estimated $1.21K.
  • Vanguard Core Bond ETF made up 0.08% of Sweeney & Michel's portfolio in Q3 2026, its #125 holding.
  • Sweeney & Michel first reported a position in Vanguard Core Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • Sweeney & Michel's Vanguard Core Bond ETF position peaked at $336K in Q1 2026.
  • 306 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.