BCG
VCRM

Breakwater Capital Group’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Breakwater Capital Group’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 		$792K Buy
10,360
+1,021
+11% +$77.3K 0.1% 194
2026
Q1 		$702K Buy
9,339
+92
+1% +$6.99K 0.09% 197
2025
Q4 		$699K Buy
9,247
+689
+8% +$52.1K 0.1% 190
2025
Q3 		$644K Sell
8,558
-4,605
-35% -$340K 0.1% 195
2025
Q2 		$968K Buy
13,163
+1,133
+9% +$82.9K 0.16% 135
2025
Q1 		$893K Buy
+12,030
New +$900K 0.16% 130

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

Breakwater Capital Group's VCRM Position: Q2 2026 in Review

Breakwater Capital Group increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 11% in Q2 2026, buying an estimated $77.3K and bringing the position to 10,360 shares worth $792K. The position accounts for 0.1% of the portfolio, ranked #194.

Breakwater Capital Group first reported a position in VCRM in Q1 2025 and has held it in 6 quarters since. The position peaked at $968K in Q2 2025. 154 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • Breakwater Capital Group held 10,360 shares of Vanguard Core Tax-Exempt Bond ETF worth $792K as of Q2 2026.
  • Breakwater Capital Group bought 1,021 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $77.3K.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.1% of Breakwater Capital Group's portfolio in Q2 2026, its #194 holding.
  • Breakwater Capital Group first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Breakwater Capital Group's Vanguard Core Tax-Exempt Bond ETF position peaked at $968K in Q2 2025.
  • 154 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Breakwater Capital Group's 13F filing for Q2 2026, filed 8 Jul 2026.