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UP Strategic Wealth Investment Advisors’s Vanguard Core Bond ETF VCRB Stock Holding History

UP Strategic Wealth Investment 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 		$9.7M Buy
127,301
+6,905
+6% +$533K 5.77% 3
2026
Q1 		$9.29M Buy
120,396
+29,276
+32% +$2.28M 5.85% 3
2025
Q4 		$7.12M Buy
91,120
+923
+1% +$72.3K 5.17% 4
2025
Q3 		$7.1M Buy
90,197
+9,312
+12% +$723K 5.32% 5
2025
Q2 		$6.28M Buy
80,885
+5,611
+7% +$430K 4.89% 5
2025
Q1 		$5.83M Buy
75,274
+23,451
+45% +$1.79M 5.18% 4
2024
Q4 		$3.93M Sell
51,823
-653
-1% -$50.4K 3.93% 8
2024
Q3 		$4.16M Buy
+52,476
New +$4.1M 4.65% 7

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

UP Strategic Wealth Investment Advisors's VCRB Position: Q2 2026 in Review

UP Strategic Wealth Investment Advisors increased its Vanguard Core Bond ETF (VCRB) stake by 5.7% in Q2 2026, buying an estimated $533K and bringing the position to 127,301 shares worth $9.7M. The position accounts for 5.77% of the portfolio, ranked #3.

UP Strategic Wealth Investment Advisors first reported a position in VCRB in Q3 2024 and has held it in 8 quarters since. 310 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • UP Strategic Wealth Investment Advisors held 127,301 shares of Vanguard Core Bond ETF worth $9.7M as of Q2 2026.
  • UP Strategic Wealth Investment Advisors bought 6,905 Vanguard Core Bond ETF shares in Q2 2026, an estimated $533K.
  • Vanguard Core Bond ETF made up 5.77% of UP Strategic Wealth Investment Advisors's portfolio in Q2 2026, its #3 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in Vanguard Core Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 310 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.