XY Planning Network
VCRB icon

XY Planning Network’s Vanguard Core Bond ETF VCRB Stock Holding History

XY Planning Network’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
Q3 		$7.78M Buy
105,729
+11,269
+12% +$854K 0.84% 32
2026
Q2 		$7.3M Buy
+94,460
New +$7.29M 0.92% 26

Other funds holding VCRB

SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Martel Wealth Advisors
Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Verum Partners
Verum Partners Charlotte, North Carolina $623M AUM 13.08% 1-Year Est. Return
Boston Standard Wealth Management
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
Orrstown Financial Services
Orrstown Financial Services Harrisburg, Pennsylvania $667M AUM 15.8% 1-Year Est. Return
Pacific Sage Partners
Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return
Mills Wealth Advisors
Mills Wealth Advisors Southlake, Texas $316M AUM 8.08% 1-Year Est. Return
Magnolia Wealth Management
Magnolia Wealth Management Dothan, Alabama $191M AUM 9.47% 1-Year Est. Return

XY Planning Network's VCRB Position: Q3 2026 in Review

XY Planning Network increased its Vanguard Core Bond ETF (VCRB) stake by 12% in Q3 2026, buying an estimated $854K and bringing the position to 105,729 shares worth $7.78M. The position accounts for 0.84% of the portfolio, ranked #32.

XY Planning Network first reported a position in VCRB in Q2 2026 and has held it in 2 quarters since. 105 funds tracked by Wall St. Rank hold VCRB as of Q3 2026.

  • XY Planning Network held 105,729 shares of Vanguard Core Bond ETF worth $7.78M as of Q3 2026.
  • XY Planning Network bought 11,269 Vanguard Core Bond ETF shares in Q3 2026, an estimated $854K.
  • Vanguard Core Bond ETF made up 0.84% of XY Planning Network's portfolio in Q3 2026, its #32 holding.
  • XY Planning Network first reported a position in Vanguard Core Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 105 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.