TWA
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Trellis Wealth Advisors’s Vanguard Core Bond ETF VCRB Stock Holding History

Trellis Wealth Advisors’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 		$1.34M Buy
17,329
+843
+5% +$65.1K 0.46% 19
2026
Q1 		$1.28M Buy
16,486
+4,511
+38% +$352K 0.49% 19
2025
Q4 		$933K Buy
11,975
+362
+3% +$28.4K 0.36% 22
2025
Q3 		$911K Buy
11,613
+15
+0.1% +$1.16K 0.37% 22
2025
Q2 		$900K Buy
+11,598
New +$889K 0.39% 21

Other funds holding VCRB

MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
MWM
Magnolia Wealth Management Dothan, Alabama $191M AUM 17.58% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
QFPS
Quantum Financial Planning Services Spokane, Washington $323M AUM 14.02% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

Trellis Wealth Advisors's VCRB Position: Q2 2026 in Review

Trellis Wealth Advisors increased its Vanguard Core Bond ETF (VCRB) stake by 5.1% in Q2 2026, buying an estimated $65.1K and bringing the position to 17,329 shares worth $1.34M. The position accounts for 0.46% of the portfolio, ranked #19.

Trellis Wealth Advisors first reported a position in VCRB in Q2 2025 and has held it in 5 quarters since. 51 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • Trellis Wealth Advisors held 17,329 shares of Vanguard Core Bond ETF worth $1.34M as of Q2 2026.
  • Trellis Wealth Advisors bought 843 Vanguard Core Bond ETF shares in Q2 2026, an estimated $65.1K.
  • Vanguard Core Bond ETF made up 0.46% of Trellis Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • Trellis Wealth Advisors first reported a position in Vanguard Core Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 51 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Trellis Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.