SWMG LLC
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
Q3 		$366K Sell
4,905
-26
-0.5% -$1.97K 0.08% 85
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

SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 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
BLB&B Advisors
BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return
Smith & Howard Wealth Management
Smith & Howard Wealth Management Atlanta, Georgia $523M AUM 7.93% 1-Year Est. Return
Verum Partners
Verum Partners Charlotte, North Carolina $623M AUM 13.08% 1-Year Est. Return
Boston Standard Wealth Management
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
Orrstown Financial Services
Orrstown Financial Services Harrisburg, Pennsylvania $667M AUM 15.8% 1-Year Est. Return
Pacific Sage Partners
Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return

SWMG LLC's VCRB Position: Q3 2026 in Review

SWMG LLC reduced its Vanguard Core Bond ETF (VCRB) stake by 0.53% in Q3 2026, selling an estimated $1.97K and leaving 4,905 shares worth $366K. The position accounts for 0.08% of the portfolio, ranked #85.

SWMG LLC first reported a position in VCRB in Q1 2025 and has held it in 7 quarters since. The position peaked at $941K in Q1 2025. 155 funds tracked by Wall St. Rank hold VCRB as of Q3 2026.

  • SWMG LLC held 4,905 shares of Vanguard Core Bond ETF worth $366K as of Q3 2026.
  • SWMG LLC sold 26 Vanguard Core Bond ETF shares in Q3 2026, an estimated $1.97K.
  • Vanguard Core Bond ETF made up 0.08% of SWMG LLC's portfolio in Q3 2026, its #85 holding.
  • SWMG LLC first reported a position in Vanguard Core Bond ETF in Q1 2025 and has held it in 7 quarters since.
  • SWMG LLC's Vanguard Core Bond ETF position peaked at $941K in Q1 2025.
  • 155 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.