CAL
VCRM

Capital Advisors Ltd’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Capital Advisors Ltd’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 		$61K Hold
800
– – 0.01% 483
2026
Q1 		$60K Hold
800
– – 0.01% 463
2025
Q4 		$60K Buy
+800
New +$60.5K 0.01% 462

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

Capital Advisors Ltd's VCRM Position: Q2 2026 in Review

Capital Advisors Ltd held its Vanguard Core Tax-Exempt Bond ETF (VCRM) position steady in Q2 2026 at 800 shares worth $61K. The position accounts for 0.01% of the portfolio, ranked #483.

Capital Advisors Ltd first reported a position in VCRM in Q4 2025 and has held it in 3 quarters since. 155 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • Capital Advisors Ltd held 800 shares of Vanguard Core Tax-Exempt Bond ETF worth $61K as of Q2 2026.
  • Capital Advisors Ltd left its Vanguard Core Tax-Exempt Bond ETF share count unchanged in Q2 2026.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #483 holding.
  • Capital Advisors Ltd first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 155 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.