AFG
VCRM

ABLE Financial Group’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

ABLE Financial Group’s Portfolio VCRM Stock Details VCRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$904K Hold
11,835
– – 0.15% 101
2026
Q1 		$889K Buy
11,835
+275
+2% +$20.9K 0.17% 94
2025
Q4 		$874K Buy
11,560
+914
+9% +$69.1K 0.18% 92
2025
Q3 		$801K Buy
10,646
+1,602
+18% +$118K 0.17% 90
2025
Q2 		$665K Buy
+9,044
New +$662K 0.16% 102

Other funds holding VCRM

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
TWM
Topsail Wealth Management Charlotte, North Carolina $783M AUM 19.25% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return

ABLE Financial Group's VCRM Position: Q2 2026 in Review

ABLE Financial Group held its Vanguard Core Tax-Exempt Bond ETF (VCRM) position steady in Q2 2026 at 11,835 shares worth $904K. The position accounts for 0.15% of the portfolio, ranked #101.

ABLE Financial Group first reported a position in VCRM in Q2 2025 and has held it in 5 quarters since. 154 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • ABLE Financial Group held 11,835 shares of Vanguard Core Tax-Exempt Bond ETF worth $904K as of Q2 2026.
  • ABLE Financial Group left its Vanguard Core Tax-Exempt Bond ETF share count unchanged in Q2 2026.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.15% of ABLE Financial Group's portfolio in Q2 2026, its #101 holding.
  • ABLE Financial Group first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 154 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on ABLE Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.