VCRB Institutional Ownership & Shareholders
VANGUARD CORE BOND ETF (VCRB) is currently held by 313 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $6.09B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Hbk Sorce Advisory Llc is currently the largest disclosed institutional shareholder of VCRB tracked by InsiderSet, reporting ownership valued at approximately $863.79M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $850.75M, representing an estimated loss of -1.51% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 46% of the total disclosed VCRB value among the investors covered in this analysis. Major shareholders include Hbk Sorce Advisory Llc, Signaturefd, Llc, Advance Capital Management, Inc., and several other long-term asset managers with concentrated positions in VANGUARD CORE BOND ETF (VCRB).
This page ranks the largest institutional VCRB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
313
Total Reported Value
$6.09B
Largest Holder
Hbk Sorce Advisory Llc
Largest Position
$863.79M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
54
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hbk Sorce Advisory Llc | 16.85% | 11,340,350 | $863,794,489 | $850,753,057 | -$13,041,432 | -1.51% | |
| Signaturefd, Llc | 5.47% | 5,760,766 | $424,107,574 | $432,172,665 | +$8,065,091 | +1.90% | |
| Advance Capital Management, Inc. | 9.62% | 3,854,514 | $297,694,520 | $289,165,640 | -$8,528,880 | -2.86% | |
| Bank Of New York Mellon Corp | 0.04% | 3,393,668 | $262,102,138 | $254,592,973 | -$7,509,165 | -2.86% | |
| Bank Of America Corp | 0.01% | 2,918,533 | $225,405,554 | $218,948,346 | -$6,457,208 | -2.86% | |
| Forvis Mazars Wealth Advisors, Llc | 3.26% | 2,694,345 | $198,357,664 | $202,129,762 | +$3,772,098 | +1.90% | |
| Nepc Llc | 3.31% | 2,299,200 | $177,573,424 | $172,485,984 | -$5,087,440 | -2.86% | |
| Martel Wealth Advisors Llc | 20.40% | 1,767,239 | $130,104,156 | $132,578,270 | +$2,474,114 | +1.90% | |
| Assetmark, Inc | 0.19% | 1,566,616 | $115,334,300 | $117,527,532 | +$2,193,232 | +1.90% | |
| Diversified Portfolios, Inc. | 7.70% | 1,374,618 | $106,165,425 | $103,123,842 | -$3,041,583 | -2.86% | |
| Lpl Financial Llc | 0.02% | 1,297,437 | $100,204,526 | $97,333,724 | -$2,870,802 | -2.86% | |
| Blb&B Advisors, Llc | 3.08% | 1,162,391 | $85,575,222 | $87,202,573 | +$1,627,351 | +1.90% | |
| Financial Engines Advisors L.L.C. | 0.15% | 1,080,904 | $83,481,134 | $81,089,418 | -$2,391,716 | -2.86% | |
| Smith & Howard Wealth Management, Llc | 15.06% | 1,042,924 | $76,780,058 | $78,240,158 | +$1,460,100 | +1.90% | |
| Verum Partners Llc | 12.44% | 1,039,224 | $76,507,694 | $77,962,584 | +$1,454,890 | +1.90% | |
| Alerus Financial Na | 3.25% | 961,921 | $74,291,756 | $72,163,313 | -$2,128,443 | -2.86% | |
| Boston Standard Wealth Management, Llc | 10.35% | 978,493 | $72,036,668 | $73,406,545 | +$1,369,877 | +1.90% | |
| Orrstown Financial Services Inc | 9.87% | 894,229 | $65,833,139 | $67,085,060 | +$1,251,921 | +1.90% | |
| Heartland Bank & Trust Co | 13.40% | 838,371 | $64,749,656 | $62,894,592 | -$1,855,064 | -2.86% | |
| Pacific Sage Partners, Llc | 8.09% | 812,059 | $59,783,784 | $60,920,666 | +$1,136,882 | +1.90% | |
| Orion Porfolio Solutions, Llc | 0.46% | 770,284 | $59,491,148 | $57,786,706 | -$1,704,442 | -2.87% | |
| Zhang Financial Llc | 1.64% | 727,196 | $56,163,295 | $54,554,244 | -$1,609,051 | -2.86% | |
| Mills Wealth Advisors Llc | 17.57% | 754,316 | $55,532,720 | $56,588,786 | +$1,056,066 | +1.90% | |
| Magnolia Wealth Management, Llc | 28.68% | 744,005 | $54,773,658 | $55,815,255 | +$1,041,597 | +1.90% | |
| Envestnet Asset Management Inc | 0.01% | 691,674 | $53,419,870 | $51,889,383 | -$1,530,487 | -2.87% | |
| Bok Financial Private Wealth, Inc. | 2.60% | 655,898 | $50,656,774 | $49,205,468 | -$1,451,306 | -2.86% | |
| New England Capital Financial Advisors Llc | 11.69% | 632,969 | $48,885,883 | $47,485,334 | -$1,400,549 | -2.86% | |
| Wells Fargo & Company/Mn | 0.01% | 594,901 | $45,945,800 | $44,629,473 | -$1,316,327 | -2.86% | |
| Tilson Financial Group, Inc. | 12.44% | 585,536 | $45,222,509 | $43,926,911 | -$1,295,598 | -2.86% | |
| Sjs Investment Consulting Inc. | 4.42% | 596,634 | $43,924,198 | $44,759,483 | +$835,285 | +1.90% | |
| Envestnet Portfolio Solutions, Inc. | 0.20% | 553,912 | $42,780,088 | $41,554,478 | -$1,225,610 | -2.86% | |
| Hub Investment Partners, Llc | 0.78% | 552,085 | $42,639,010 | $41,417,417 | -$1,221,593 | -2.86% | |
| Quantum Financial Planning Services, Inc. | 10.62% | 529,398 | $38,974,273 | $39,715,438 | +$741,165 | +1.90% | |
| Tull Financial Group, Inc. | 15.21% | 503,147 | $38,859,366 | $37,746,088 | -$1,113,278 | -2.86% | |
| Evolve Private Wealth, Llc | 2.36% | 499,984 | $38,615,090 | $37,508,800 | -$1,106,290 | -2.86% | |
| Investment Planning Advisors, Inc. | 8.34% | 501,923 | $36,951,566 | $37,654,263 | +$702,697 | +1.90% | |
| First Citizens Asset Management, Inc. | 11.47% | 464,660 | $35,886,915 | $34,858,793 | -$1,028,122 | -2.86% | |
| Rise Advisors, Llc | 9.87% | 475,516 | $35,007,486 | $35,673,210 | +$665,724 | +1.90% | |
| Alaethes Wealth, Llc | 10.18% | 452,682 | $34,961,860 | $33,960,204 | -$1,001,656 | -2.86% | |
| Leonard Rickey Investment Advisors P.L.L.C. | 5.25% | 459,223 | $33,807,987 | $34,450,909 | +$642,922 | +1.90% | |
| Essex Llc | 5.11% | 458,437 | $33,750,114 | $34,391,944 | +$641,830 | +1.90% | |
| Mariner, Llc | 0.03% | 423,553 | $32,712,245 | $31,774,946 | -$937,299 | -2.87% | |
| Momentous Wealth Management, Inc. | 15.71% | 440,445 | $32,425,579 | $33,042,184 | +$616,605 | +1.90% | |
| Ami Investment Management Inc | 5.88% | 413,268 | $30,424,768 | $31,003,365 | +$578,597 | +1.90% | |
| Soundview Advisors Inc. | 9.67% | 384,228 | $29,674,000 | $28,824,785 | -$849,215 | -2.86% | |
| Bcr Wealth Strategies, Llc | 8.29% | 381,880 | $29,493,000 | $28,648,638 | -$844,362 | -2.86% | |
| Tfo Wealth Partners, Llc | 3.17% | 376,924 | $29,110,871 | $28,276,838 | -$834,033 | -2.87% | |
| Blume Capital Management, Inc. | 4.28% | 390,448 | $28,744,815 | $29,291,409 | +$546,594 | +1.90% | |
| Burton Enright Welch | 3.36% | 370,543 | $28,618,006 | $27,798,136 | -$819,870 | -2.86% | |
| Mallini Complete Financial Planning Llc | 19.84% | 384,501 | $28,306,971 | $28,845,265 | +$538,294 | +1.90% |
Frequently asked questions about VCRB
Who are the largest institutional holders of VCRB?
The largest institutional holders of VCRB reported in the latest SEC Form 13F filings include Hbk Sorce Advisory Llc, Signaturefd, Llc, Advance Capital Management, Inc., Bank Of New York Mellon Corp, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported VCRB position.
What is VCRB institutional ownership?
This page tracks VCRB positions reported by institutional investment managers through SEC Form 13F. VANGUARD CORE BOND ETF (VCRB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VCRB?
InsiderSet currently tracks 313 institutional managers reporting VCRB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VCRB shareholders.
How much VCRB stock do institutions own?
Institutional investment managers disclosed approximately $6.09B in VCRB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VCRB institutional ownership last updated?
The latest VCRB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VCRB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VCRB position after the reporting date.
Are institutions buying or selling VCRB?
Institutional buying and selling can be analyzed by comparing VCRB positions across consecutive 13F reporting periods. InsiderSet's VCRB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VCRB ownership changes.
How has VCRB institutional ownership changed over time?
InsiderSet tracks VCRB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.