Verum Partners’s Vanguard Core Bond ETF VCRB Stock Holding History

Verum Partners’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	$82.4M	Buy	1,067,008 +662,831	+164%	+$51.2M	12.33%	1
2026 Q1	$31.3M	Buy	404,177 +79,521	+24%	+$6.21M	5.94%	4
2025 Q4	$25.3M	Buy	324,656 +47,902	+17%	+$3.75M	5.1%	6
2025 Q3	$21.7M	Buy	276,754 +31,736	+13%	+$2.46M	4.61%	5
2025 Q2	$19M	Sell	245,018 -10,561	-4%	-$809K	4.38%	5
2025 Q1	$19.8M	Buy	255,579 +69,755	+38%	+$5.34M	5.34%	5
2024 Q4	$14.1M	Buy	185,824 +41,213	+28%	+$3.18M	4.05%	7
2024 Q3	$11.5M	Buy	144,611 +15,897	+12%	+$1.24M	3.35%	9
2024 Q2	$9.79M	Buy	128,714 +77,615	+152%	+$5.86M	3.16%	8
2024 Q1	$3.91M	Buy	51,099 +48,339	+1,751%	+$3.69M	1.39%	17
2023 Q4	$213K	Buy	+2,760	New	+$213K	0.08%	134

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MWA

Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

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

Verum Partners's VCRB Position: Q2 2026 in Review

Verum Partners increased its Vanguard Core Bond ETF (VCRB) stake by 164% in Q2 2026, buying an estimated $51.2M and bringing the position to 1,067,008 shares worth $82.4M. The position accounts for 12.33% of the portfolio, ranked #1.

Verum Partners first reported a position in VCRB in Q4 2023 and has held it in 11 quarters since. 74 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

Verum Partners held 1,067,008 shares of Vanguard Core Bond ETF worth $82.4M as of Q2 2026.
Verum Partners bought 662,831 Vanguard Core Bond ETF shares in Q2 2026, an estimated $51.2M.
Vanguard Core Bond ETF made up 12.33% of Verum Partners's portfolio in Q2 2026, its #1 holding.
Verum Partners first reported a position in Vanguard Core Bond ETF in Q4 2023 and has held it in 11 quarters since.
74 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.