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VCRM icon

Brio Consultants’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Brio Consultants’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 		$3.75M Buy
49,083
+10,108
+26% +$766K 0.44% 44
2026
Q1 		$2.95M Buy
38,975
+997
+3% +$75.7K 0.36% 48
2025
Q4 		$2.87M Buy
37,978
+4,891
+15% +$370K 0.37% 45
2025
Q3 		$2.49M Buy
33,087
+1,806
+6% +$133K 0.34% 46
2025
Q2 		$2.3M Buy
+31,281
New +$2.29M 0.34% 46

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

Brio Consultants's VCRM Position: Q2 2026 in Review

Brio Consultants increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 26% in Q2 2026, buying an estimated $766K and bringing the position to 49,083 shares worth $3.75M. The position accounts for 0.44% of the portfolio, ranked #44.

Brio Consultants first reported a position in VCRM in Q2 2025 and has held it in 5 quarters since. 155 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • Brio Consultants held 49,083 shares of Vanguard Core Tax-Exempt Bond ETF worth $3.75M as of Q2 2026.
  • Brio Consultants bought 10,108 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $766K.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.44% of Brio Consultants's portfolio in Q2 2026, its #44 holding.
  • Brio Consultants first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 155 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.