CAWM
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Capital Advisors Wealth Management’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Capital Advisors Wealth Management’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
Q3 		$255K Sell
3,561
-8
-0.2% -$596 0.03% 207
2026
Q2 		$273K Buy
+3,569
New +$270K 0.03% 198

Other funds holding VCRM

MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SA
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Capital Advisors Wealth Management's VCRM Position: Q3 2026 in Review

Capital Advisors Wealth Management reduced its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 0.22% in Q3 2026, selling an estimated $596 and leaving 3,561 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #207.

Capital Advisors Wealth Management first reported a position in VCRM in Q2 2026 and has held it in 2 quarters since. The position peaked at $273K in Q2 2026. 11 funds tracked by Wall St. Rank hold VCRM as of Q3 2026.

  • Capital Advisors Wealth Management held 3,561 shares of Vanguard Core Tax-Exempt Bond ETF worth $255K as of Q3 2026.
  • Capital Advisors Wealth Management sold 8 Vanguard Core Tax-Exempt Bond ETF shares in Q3 2026, an estimated $596.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.03% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #207 holding.
  • Capital Advisors Wealth Management first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Capital Advisors Wealth Management's Vanguard Core Tax-Exempt Bond ETF position peaked at $273K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.