Burton Enright Welch’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Burton Enright Welch’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	$1.78M	Buy	23,346 +1,950	+9%	+$148K	0.21%	50
2026 Q1	$1.61M	Buy	21,396 +2,589	+14%	+$197K	0.22%	48
2025 Q4	$1.42M	Buy	18,807 +443	+2%	+$33.5K	0.2%	51
2025 Q3	$1.38M	Buy	18,364 +14,755	+409%	+$1.09M	0.21%	52
2025 Q2	$266K	Buy	3,609 +120	+3%	+$8.78K	0.05%	109
2025 Q1	$259K	Buy	+3,489	New	+$261K	0.05%	96

Other funds holding VCRM

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

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 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 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

Burton Enright Welch's VCRM Position: Q2 2026 in Review

Burton Enright Welch increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 9.1% in Q2 2026, buying an estimated $148K and bringing the position to 23,346 shares worth $1.78M. The position accounts for 0.21% of the portfolio, ranked #50.

Burton Enright Welch first reported a position in VCRM in Q1 2025 and has held it in 6 quarters since. 154 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

Burton Enright Welch held 23,346 shares of Vanguard Core Tax-Exempt Bond ETF worth $1.78M as of Q2 2026.
Burton Enright Welch bought 1,950 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $148K.
Vanguard Core Tax-Exempt Bond ETF made up 0.21% of Burton Enright Welch's portfolio in Q2 2026, its #50 holding.
Burton Enright Welch first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q1 2025 and has held it in 6 quarters since.
154 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.