Cerity Partners
VCRM icon

Cerity Partners’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Cerity Partners’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 		$2.05M Sell
26,888
-163
-0.6% -$12.3K ﹤0.01% 1579
2026
Q1 		$2.03M Buy
27,051
+10,232
+61% +$777K ﹤0.01% 1482
2025
Q4 		$1.27M Buy
+16,819
New +$1.27M ﹤0.01% 1584

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

Cerity Partners's VCRM Position: Q2 2026 in Review

Cerity Partners reduced its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 0.6% in Q2 2026, selling an estimated $12.3K and leaving 26,888 shares worth $2.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1579.

Cerity Partners 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.

  • Cerity Partners held 26,888 shares of Vanguard Core Tax-Exempt Bond ETF worth $2.05M as of Q2 2026.
  • Cerity Partners sold 163 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $12.3K.
  • Vanguard Core Tax-Exempt Bond ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1579 holding.
  • Cerity Partners 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 Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.