CISOA
VCRM

Capital Investment Services of America’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Capital Investment Services of America’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 		$2.2M Buy
28,760
+1,300
+5% +$98.5K 0.22% 52
2026
Q1 		$2.06M Buy
27,460
+1,320
+5% +$100K 0.22% 51
2025
Q4 		$1.98M Buy
26,140
+8,840
+51% +$669K 0.19% 51
2025
Q3 		$1.3M Buy
17,300
+12,585
+267% +$928K 0.12% 57
2025
Q2 		$347K Buy
+4,715
New +$345K 0.03% 72

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
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 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
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ELM
Elite Life Management Sarasota, Florida $85.4M AUM 22.37% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

Capital Investment Services of America's VCRM Position: Q2 2026 in Review

Capital Investment Services of America increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 4.7% in Q2 2026, buying an estimated $98.5K and bringing the position to 28,760 shares worth $2.2M. The position accounts for 0.22% of the portfolio, ranked #52.

Capital Investment Services of America first reported a position in VCRM in Q2 2025 and has held it in 5 quarters since. 111 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • Capital Investment Services of America held 28,760 shares of Vanguard Core Tax-Exempt Bond ETF worth $2.2M as of Q2 2026.
  • Capital Investment Services of America bought 1,300 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $98.5K.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.22% of Capital Investment Services of America's portfolio in Q2 2026, its #52 holding.
  • Capital Investment Services of America first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 111 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Capital Investment Services of America's 13F filing for Q2 2026, filed 22 Jul 2026.