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
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 $5.05B AUM 16.64% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $527M AUM 16.8% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
TWM
Topsail Wealth Management Charlotte, North Carolina $678M AUM 13.87% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $2.58B AUM 19.72% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

ABLE Financial Group's VCRM Position: Q1 2026 in Review

ABLE Financial Group increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 2.4% in Q1 2026, buying an estimated $20.9K and bringing the position to 11,835 shares worth $889K. The position accounts for 0.17% of the portfolio, ranked #94.

ABLE Financial Group first reported a position in VCRM in Q2 2025 and has held it in 4 quarters since. 124 funds tracked by Wall St. Rank hold VCRM as of Q1 2026.

  • ABLE Financial Group held 11,835 shares of Vanguard Core Tax-Exempt Bond ETF worth $889K as of Q1 2026.
  • ABLE Financial Group bought 275 Vanguard Core Tax-Exempt Bond ETF shares in Q1 2026, an estimated $20.9K.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.17% of ABLE Financial Group's portfolio in Q1 2026, its #94 holding.
  • ABLE Financial Group first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 124 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q1 2026.

Based on ABLE Financial Group's 13F filing for Q1 2026, filed 21 Apr 2026.