BAG
VCRM

Bridgewealth Advisory Group’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Bridgewealth Advisory 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 		$530K Sell
6,940
-1,566
-18% -$119K 0.1% 79
2026
Q1 		$639K Buy
8,506
+1,666
+24% +$127K 0.13% 66
2025
Q4 		$517K Buy
6,840
+2,550
+59% +$193K 0.11% 75
2025
Q3 		$323K Sell
4,290
-805
-16% -$59.4K 0.07% 89
2025
Q2 		$375K Buy
+5,095
New +$373K 0.1% 79

Other funds holding VCRM

VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 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
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

Bridgewealth Advisory Group's VCRM Position: Q2 2026 in Review

Bridgewealth Advisory Group reduced its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 18% in Q2 2026, selling an estimated $119K and leaving 6,940 shares worth $530K. The position accounts for 0.1% of the portfolio, ranked #79.

Bridgewealth Advisory Group first reported a position in VCRM in Q2 2025 and has held it in 5 quarters since. The position peaked at $639K in Q1 2026. 60 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • Bridgewealth Advisory Group held 6,940 shares of Vanguard Core Tax-Exempt Bond ETF worth $530K as of Q2 2026.
  • Bridgewealth Advisory Group sold 1,566 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $119K.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.1% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #79 holding.
  • Bridgewealth Advisory Group first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Bridgewealth Advisory Group's Vanguard Core Tax-Exempt Bond ETF position peaked at $639K in Q1 2026.
  • 60 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.