WFM
VCRB icon

Wolff Financial Management’s Vanguard Core Bond ETF VCRB Stock Holding History

Wolff Financial Management’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 		$16.3M Buy
211,201
+21,314
+11% +$1.64M 3.25% 10
2026
Q1 		$14.7M Buy
189,887
+16,222
+9% +$1.27M 3.25% 10
2025
Q4 		$13.5M Buy
173,665
+14,706
+9% +$1.15M 3.04% 10
2025
Q3 		$12.5M Buy
+158,959
New +$12.3M 2.89% 10

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
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
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

Wolff Financial Management's VCRB Position: Q2 2026 in Review

Wolff Financial Management increased its Vanguard Core Bond ETF (VCRB) stake by 11% in Q2 2026, buying an estimated $1.64M and bringing the position to 211,201 shares worth $16.3M. The position accounts for 3.25% of the portfolio, ranked #10.

Wolff Financial Management first reported a position in VCRB in Q3 2025 and has held it in 4 quarters since. 66 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

  • Wolff Financial Management held 211,201 shares of Vanguard Core Bond ETF worth $16.3M as of Q2 2026.
  • Wolff Financial Management bought 21,314 Vanguard Core Bond ETF shares in Q2 2026, an estimated $1.64M.
  • Vanguard Core Bond ETF made up 3.25% of Wolff Financial Management's portfolio in Q2 2026, its #10 holding.
  • Wolff Financial Management first reported a position in Vanguard Core Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 66 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.