Balanced Rock Investment Advisors’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Balanced Rock Investment Advisors’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	$3.71M	Buy	48,515 +742	+2%	+$56.2K	2.31%	14
2026 Q1	$3.59M	Buy	47,773 +1,715	+4%	+$130K	2.52%	11
2025 Q4	$3.48M	Buy	46,058 +6,768	+17%	+$512K	2.47%	11
2025 Q3	$2.96M	Buy	39,290 +6,911	+21%	+$510K	2.16%	15
2025 Q2	$2.38M	Buy	+32,379	New	+$2.37M	1.87%	17

Other funds holding VCRM

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

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 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 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

Balanced Rock Investment Advisors's VCRM Position: Q2 2026 in Review

Balanced Rock Investment Advisors increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 1.6% in Q2 2026, buying an estimated $56.2K and bringing the position to 48,515 shares worth $3.71M. The position accounts for 2.31% of the portfolio, ranked #14.

Balanced Rock Investment Advisors 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.

Balanced Rock Investment Advisors held 48,515 shares of Vanguard Core Tax-Exempt Bond ETF worth $3.71M as of Q2 2026.
Balanced Rock Investment Advisors bought 742 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $56.2K.
Vanguard Core Tax-Exempt Bond ETF made up 2.31% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #14 holding.
Balanced Rock Investment Advisors 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 Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.