BC
VCRM

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
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 $5.05B AUM 16.64% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 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 $3.5B AUM 22.08% 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

Brio Consultants's VCRM Position: Q1 2026 in Review

Brio Consultants increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 2.6% in Q1 2026, buying an estimated $75.7K and bringing the position to 38,975 shares worth $2.95M. The position accounts for 0.36% of the portfolio, ranked #48.

Brio Consultants first reported a position in VCRM in Q2 2025 and has held it in 4 quarters since. 124 funds tracked by Wall St. Rank hold VCRM as of Q1 2026.

  • Brio Consultants held 38,975 shares of Vanguard Core Tax-Exempt Bond ETF worth $2.95M as of Q1 2026.
  • Brio Consultants bought 997 Vanguard Core Tax-Exempt Bond ETF shares in Q1 2026, an estimated $75.7K.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.36% of Brio Consultants's portfolio in Q1 2026, its #48 holding.
  • Brio Consultants first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 124 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.