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Vermillion & White Wealth Management Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Vermillion & White Wealth Management Group’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$222K Buy
+2,243
New +$222K 0.11% 67
2026
Q1 		– Sell
-1,634
Closed -$163K – 82
2025
Q4 		$163K Sell
1,634
-6
-0.4% -$602 0.09% 72
2025
Q3 		$164K Buy
1,640
+16
+1% +$1.59K 0.09% 70
2025
Q2 		$161K Buy
1,624
+28
+2% +$2.74K 0.1% 66
2025
Q1 		$158K Buy
1,596
+1,479
+1,264% +$145K 0.11% 59
2024
Q4 		$11.3K Hold
117
– – 0.01% 230
2024
Q3 		$11.8K Hold
117
– – 0.01% 218
2024
Q2 		$11.4K Hold
117
– – 0.01% 223
2024
Q1 		$11.5K Sell
117
-37
-24% -$3.62K 0.01% 212
2023
Q4 		$15.3K Buy
+154
New +$14.7K 0.01% 154

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vermillion & White Wealth Management Group's AGG Position: Q2 2026 in Review

Vermillion & White Wealth Management Group opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 2,243 shares worth $222K. The stake represents 0.11% of the portfolio and ranks #67 among its holdings. This is a return to the name: Vermillion & White Wealth Management Group previously reported a position in AGG as recently as Q4 2025.

Vermillion & White Wealth Management Group first reported a position in AGG in Q4 2023 and has held it in 10 quarters since. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Vermillion & White Wealth Management Group held 2,243 shares of iShares Core US Aggregate Bond ETF worth $222K as of Q2 2026.
  • iShares Core US Aggregate Bond ETF was a new Vermillion & White Wealth Management Group position in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.11% of Vermillion & White Wealth Management Group's portfolio in Q2 2026, its #67 holding.
  • Vermillion & White Wealth Management Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q2 2026, filed 19 Aug 2026.