CGN Advisors
VCRM icon

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

CGN Advisors’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 		$18.3M Buy
255,659
+82,608
+48% +$6.16M 1.42% 14
2026
Q2 		$13.2M Buy
173,051
+772
+0.4% +$58.5K 0.97% 21
2026
Q1 		$12.9M Sell
172,279
-430
-0.2% -$32.7K 1.02% 20
2025
Q4 		$13.1M Buy
172,709
+11,197
+7% +$847K 1.03% 20
2025
Q3 		$12.2M Buy
161,512
+68,104
+73% +$5.02M 1% 24
2025
Q2 		$6.87M Buy
+93,408
New +$6.84M 0.61% 38

Other funds holding VCRM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mills Wealth Advisors
Mills Wealth Advisors Southlake, Texas $316M AUM 8.08% 1-Year Est. Return
Asio Capital
Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return
San Luis Wealth Advisors
San Luis Wealth Advisors San Luis Obispo, California $660M AUM 11.72% 1-Year Est. Return
MB, Levis & Associates
MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return
Verum Partners
Verum Partners Charlotte, North Carolina $623M AUM 13.08% 1-Year Est. Return
Mallini Complete Financial Planning
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
Keystone Financial Group (Georgia)
Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

CGN Advisors's VCRM Position: Q3 2026 in Review

CGN Advisors increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 48% in Q3 2026, buying an estimated $6.16M and bringing the position to 255,659 shares worth $18.3M. The position accounts for 1.42% of the portfolio, ranked #14.

CGN Advisors first reported a position in VCRM in Q2 2025 and has held it in 6 quarters since. 57 funds tracked by Wall St. Rank hold VCRM as of Q3 2026.

  • CGN Advisors held 255,659 shares of Vanguard Core Tax-Exempt Bond ETF worth $18.3M as of Q3 2026.
  • CGN Advisors bought 82,608 Vanguard Core Tax-Exempt Bond ETF shares in Q3 2026, an estimated $6.16M.
  • Vanguard Core Tax-Exempt Bond ETF made up 1.42% of CGN Advisors's portfolio in Q3 2026, its #14 holding.
  • CGN Advisors first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • 57 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q3 2026.

Based on CGN Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.