Tilson Financial Group’s Vanguard Core Bond ETF VCRB Stock Holding History

Tilson Financial Group’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	$45.2M	Buy	585,536 +25,782	+5%	+$1.99M	12.44%	1
2026 Q1	$43.3M	Buy	559,754 +42,190	+8%	+$3.29M	13%	1
2025 Q4	$40.3M	Buy	517,564 +56,289	+12%	+$4.41M	12.41%	1
2025 Q3	$36.2M	Buy	461,275 +29,784	+7%	+$2.31M	11.89%	1
2025 Q2	$33.5M	Sell	431,491 -1,938	-0.4%	-$148K	12.62%	1
2025 Q1	$33.6M	Buy	433,429 +38,745	+10%	+$2.96M	13.28%	1
2024 Q4	$29.9M	Buy	394,684 +126,177	+47%	+$9.74M	12.21%	1
2024 Q3	$21.3M	Buy	+268,507	New	+$21M	9.21%	2
2024 Q2	–	Sell	-114,059	Closed	-$8.72M	–	62
2024 Q1	$8.72M	Buy	+114,059	New	+$8.71M	4.69%	5

Other funds holding VCRB

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

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

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 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

Tilson Financial Group's VCRB Position: Q2 2026 in Review

Tilson Financial Group increased its Vanguard Core Bond ETF (VCRB) stake by 4.6% in Q2 2026, buying an estimated $1.99M and bringing the position to 585,536 shares worth $45.2M. The position accounts for 12.44% of the portfolio, ranked #1.

Tilson Financial Group first reported a position in VCRB in Q1 2024 and has held it in 9 quarters since. 307 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

Tilson Financial Group held 585,536 shares of Vanguard Core Bond ETF worth $45.2M as of Q2 2026.
Tilson Financial Group bought 25,782 Vanguard Core Bond ETF shares in Q2 2026, an estimated $1.99M.
Vanguard Core Bond ETF made up 12.44% of Tilson Financial Group's portfolio in Q2 2026, its #1 holding.
Tilson Financial Group first reported a position in Vanguard Core Bond ETF in Q1 2024 and has held it in 9 quarters since.
307 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Tilson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.