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VCRB icon

SWMG LLC’s Vanguard Core Bond ETF VCRB Stock Holding History

SWMG LLC’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 		$377K Buy
4,931
+318
+7% +$24.5K 0.09% 76
2026
Q1 		$357K Buy
4,613
+32
+0.7% +$2.5K 0.1% 83
2025
Q4 		$358K Buy
4,581
+155
+4% +$12.1K 0.1% 82
2025
Q3 		$349K Buy
4,426
+601
+16% +$46.6K 0.11% 87
2025
Q2 		$294K Sell
3,825
-8,380
-69% -$642K 0.1% 97
2025
Q1 		$941K Buy
+12,205
New +$934K 0.37% 37

Other funds holding VCRB

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
MWM
Magnolia Wealth Management Dothan, Alabama $191M AUM 17.58% 1-Year Est. Return
NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return
TFG
Tilson Financial Group New Providence, New Jersey $364M AUM 16.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SWMG LLC's VCRB Position: Q2 2026 in Review

SWMG LLC increased its Vanguard Core Bond ETF (VCRB) stake by 6.9% in Q2 2026, buying an estimated $24.5K and bringing the position to 4,931 shares worth $377K. The position accounts for 0.09% of the portfolio, ranked #76.

SWMG LLC first reported a position in VCRB in Q1 2025 and has held it in 6 quarters since. The position peaked at $941K in Q1 2025. 148 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • SWMG LLC held 4,931 shares of Vanguard Core Bond ETF worth $377K as of Q2 2026.
  • SWMG LLC bought 318 Vanguard Core Bond ETF shares in Q2 2026, an estimated $24.5K.
  • Vanguard Core Bond ETF made up 0.09% of SWMG LLC's portfolio in Q2 2026, its #76 holding.
  • SWMG LLC first reported a position in Vanguard Core Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • SWMG LLC's Vanguard Core Bond ETF position peaked at $941K in Q1 2025.
  • 148 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.