AWM
VCRM

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

Aprio Wealth Management’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 		$47.4M Buy
631,116
+52,153
+9% +$3.96M 2.59% 6
2025
Q4 		$43.8M Buy
+578,963
New +$43.8M 2.51% 6

Other funds holding VCRM

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 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
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Aprio Wealth Management's VCRM Position: Q1 2026 in Review

Aprio Wealth Management increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 9% in Q1 2026, buying an estimated $3.96M and bringing the position to 631,116 shares worth $47.4M. The position accounts for 2.59% of the portfolio, ranked #6.

Aprio Wealth Management first reported a position in VCRM in Q4 2025 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold VCRM as of Q1 2026.

  • Aprio Wealth Management held 631,116 shares of Vanguard Core Tax-Exempt Bond ETF worth $47.4M as of Q1 2026.
  • Aprio Wealth Management bought 52,153 Vanguard Core Tax-Exempt Bond ETF shares in Q1 2026, an estimated $3.96M.
  • Vanguard Core Tax-Exempt Bond ETF made up 2.59% of Aprio Wealth Management's portfolio in Q1 2026, its #6 holding.
  • Aprio Wealth Management first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.