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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
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

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

Sweeney & Michel's VCRB Position: Q2 2026 in Review

Sweeney & Michel reduced its Vanguard Core Bond ETF (VCRB) stake by 5.4% in Q2 2026, selling an estimated $17.9K and leaving 4,104 shares worth $312K. The position accounts for 0.08% of the portfolio, ranked #124.

Sweeney & Michel first reported a position in VCRB in Q3 2025 and has held it in 4 quarters since. The position peaked at $336K in Q1 2026. 307 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • Sweeney & Michel held 4,104 shares of Vanguard Core Bond ETF worth $312K as of Q2 2026.
  • Sweeney & Michel sold 232 Vanguard Core Bond ETF shares in Q2 2026, an estimated $17.9K.
  • Vanguard Core Bond ETF made up 0.08% of Sweeney & Michel's portfolio in Q2 2026, its #124 holding.
  • Sweeney & Michel first reported a position in Vanguard Core Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Sweeney & Michel's Vanguard Core Bond ETF position peaked at $336K in Q1 2026.
  • 307 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.