Bernardo Wealth Planning
VCRM icon

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

Bernardo Wealth Planning’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
Q3 		$1.78M Buy
24,832
+13,630
+122% +$1.02M 0.15% 64
2026
Q2 		$856K Sell
11,202
-301
-3% -$22.8K 0.15% 65
2026
Q1 		$864K Buy
11,503
+3,307
+40% +$251K 0.17% 58
2025
Q4 		$619K Buy
8,196
+5,143
+168% +$389K 0.12% 70
2025
Q3 		$230K Buy
+3,053
New +$225K 0.05% 113

Other funds holding VCRM

HBK Sorce Advisory
HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mills Wealth Advisors
Mills Wealth Advisors Southlake, Texas $316M AUM 8.08% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
TFO Wealth Partners
TFO Wealth Partners Maumee, Ohio $778M AUM 14.21% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Bernardo Wealth Planning's VCRM Position: Q3 2026 in Review

Bernardo Wealth Planning increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 122% in Q3 2026, buying an estimated $1.02M and bringing the position to 24,832 shares worth $1.78M. The position accounts for 0.15% of the portfolio, ranked #64.

Bernardo Wealth Planning first reported a position in VCRM in Q3 2025 and has held it in 5 quarters since. 144 funds tracked by Wall St. Rank hold VCRM as of Q3 2026.

  • Bernardo Wealth Planning held 24,832 shares of Vanguard Core Tax-Exempt Bond ETF worth $1.78M as of Q3 2026.
  • Bernardo Wealth Planning bought 13,630 Vanguard Core Tax-Exempt Bond ETF shares in Q3 2026, an estimated $1.02M.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.15% of Bernardo Wealth Planning's portfolio in Q3 2026, its #64 holding.
  • Bernardo Wealth Planning first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • 144 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q3 2026.

Based on Bernardo Wealth Planning's 13F filing for Q3 2026, filed 23 Oct 2026.