BWP
VCRM

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
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

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

Bernardo Wealth Planning's VCRM Position: Q2 2026 in Review

Bernardo Wealth Planning reduced its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 2.6% in Q2 2026, selling an estimated $22.8K and leaving 11,202 shares worth $856K. The position accounts for 0.15% of the portfolio, ranked #65.

Bernardo Wealth Planning first reported a position in VCRM in Q3 2025 and has held it in 4 quarters since. The position peaked at $864K in Q1 2026. 154 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • Bernardo Wealth Planning held 11,202 shares of Vanguard Core Tax-Exempt Bond ETF worth $856K as of Q2 2026.
  • Bernardo Wealth Planning sold 301 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $22.8K.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.15% of Bernardo Wealth Planning's portfolio in Q2 2026, its #65 holding.
  • Bernardo Wealth Planning first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Bernardo Wealth Planning's Vanguard Core Tax-Exempt Bond ETF position peaked at $864K in Q1 2026.
  • 154 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.