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Cherry Tree Wealth Management’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Cherry Tree 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
Q2 		$422K Buy
+5,521
New +$418K 0.08% 109

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KIM
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AWM
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Jones Financial Companies
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MWA
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CWS
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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

Cherry Tree Wealth Management's VCRM Position: Q2 2026 in Review

Cherry Tree Wealth Management opened a new position in Vanguard Core Tax-Exempt Bond ETF (VCRM) in Q2 2026: 5,521 shares worth $422K. The stake represents 0.08% of the portfolio and ranks #109 among its holdings.

155 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • Cherry Tree Wealth Management held 5,521 shares of Vanguard Core Tax-Exempt Bond ETF worth $422K as of Q2 2026.
  • Vanguard Core Tax-Exempt Bond ETF was a new Cherry Tree Wealth Management position in Q2 2026.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.08% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #109 holding.
  • 155 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.