BIM
VCRM

Breakwater Investment Management’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Breakwater Investment Management’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 		$20.4K Hold
271
– – 0.01% 198
2025
Q4 		$20.5K Hold
271
– – 0.01% 193
2025
Q3 		$20.4K Buy
+271
New +$20K 0.01% 195

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

Breakwater Investment Management's VCRM Position: Q1 2026 in Review

Breakwater Investment Management held its Vanguard Core Tax-Exempt Bond ETF (VCRM) position steady in Q1 2026 at 271 shares worth $20.4K. The position accounts for 0.01% of the portfolio, ranked #198.

Breakwater Investment Management first reported a position in VCRM in Q3 2025 and has held it in 3 quarters since. The position peaked at $20.5K in Q4 2025. 124 funds tracked by Wall St. Rank hold VCRM as of Q1 2026.

  • Breakwater Investment Management held 271 shares of Vanguard Core Tax-Exempt Bond ETF worth $20.4K as of Q1 2026.
  • Breakwater Investment Management left its Vanguard Core Tax-Exempt Bond ETF share count unchanged in Q1 2026.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.01% of Breakwater Investment Management's portfolio in Q1 2026, its #198 holding.
  • Breakwater Investment Management first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Breakwater Investment Management's Vanguard Core Tax-Exempt Bond ETF position peaked at $20.5K in Q4 2025.
  • 124 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q1 2026.

Based on Breakwater Investment Management's 13F filing for Q1 2026, filed 15 May 2026.