BRIA
VCRM

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
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 $5.05B 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

Balanced Rock Investment Advisors's VCRM Position: Q1 2026 in Review

Balanced Rock Investment Advisors increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 3.7% in Q1 2026, buying an estimated $130K and bringing the position to 47,773 shares worth $3.59M. The position accounts for 2.52% of the portfolio, ranked #11.

Balanced Rock Investment Advisors 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.

  • Balanced Rock Investment Advisors held 47,773 shares of Vanguard Core Tax-Exempt Bond ETF worth $3.59M as of Q1 2026.
  • Balanced Rock Investment Advisors bought 1,715 Vanguard Core Tax-Exempt Bond ETF shares in Q1 2026, an estimated $130K.
  • Vanguard Core Tax-Exempt Bond ETF made up 2.52% of Balanced Rock Investment Advisors's portfolio in Q1 2026, its #11 holding.
  • Balanced Rock Investment Advisors 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 Balanced Rock Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.