SFC
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Swisher Financial Concepts’s Vanguard Core Bond ETF VCRB Stock Holding History

Swisher Financial Concepts’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 		– Sell
-3,205
Closed -$248K – 110
2026
Q1 		$248K Hold
3,205
– – 0.14% 87
2025
Q4 		$250K Buy
+3,205
New +$251K 0.14% 82

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

Swisher Financial Concepts's VCRB Position: Q2 2026 in Review

Swisher Financial Concepts sold out of Vanguard Core Bond ETF (VCRB) in Q2 2026, closing a stake of 3,205 shares — an estimated $248K sold.

Swisher Financial Concepts first reported a position in VCRB in Q4 2025 and held it in 2 quarters. The position peaked at $250K in Q4 2025. 310 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • Swisher Financial Concepts reported no remaining Vanguard Core Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Swisher Financial Concepts sold 3,205 Vanguard Core Bond ETF shares in Q2 2026, an estimated $248K.
  • Swisher Financial Concepts first reported a position in Vanguard Core Bond ETF in Q4 2025 and held it in 2 quarters.
  • Swisher Financial Concepts's Vanguard Core Bond ETF position peaked at $250K in Q4 2025.
  • 310 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.