CA
VCRM

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
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

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
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
PF
Penney Financial Houston, Texas $286M AUM 15.45% 1-Year Est. Return

CGN Advisors's VCRM Position: Q2 2026 in Review

CGN Advisors increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 0.45% in Q2 2026, buying an estimated $58.5K and bringing the position to 173,051 shares worth $13.2M. The position accounts for 0.97% of the portfolio, ranked #21.

CGN Advisors first reported a position in VCRM in Q2 2025 and has held it in 5 quarters since. 53 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • CGN Advisors held 173,051 shares of Vanguard Core Tax-Exempt Bond ETF worth $13.2M as of Q2 2026.
  • CGN Advisors bought 772 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $58.5K.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.97% of CGN Advisors's portfolio in Q2 2026, its #21 holding.
  • CGN Advisors first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 53 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.