AW
VCRM

Alaethes Wealth’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Alaethes Wealth’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 		$12.3M Buy
+160,419
New +$12.2M 3.56% 4

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

Alaethes Wealth's VCRM Position: Q2 2026 in Review

Alaethes Wealth opened a new position in Vanguard Core Tax-Exempt Bond ETF (VCRM) in Q2 2026: 160,419 shares worth $12.3M. The stake represents 3.56% of the portfolio and ranks #4 among its holdings.

154 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • Alaethes Wealth held 160,419 shares of Vanguard Core Tax-Exempt Bond ETF worth $12.3M as of Q2 2026.
  • Vanguard Core Tax-Exempt Bond ETF was a new Alaethes Wealth position in Q2 2026.
  • Vanguard Core Tax-Exempt Bond ETF made up 3.56% of Alaethes Wealth's portfolio in Q2 2026, its #4 holding.
  • 154 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Alaethes Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.