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

Clearstead 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	$381K	Buy	+5,322	New	+$397K	﹤0.01%	845

Other funds holding VCRM

HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mills Wealth Advisors Southlake, Texas $316M AUM 8.08% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return

Clearstead Advisors's VCRM Position: Q3 2026 in Review

Clearstead Advisors opened a new position in Vanguard Core Tax-Exempt Bond ETF (VCRM) in Q3 2026: 5,322 shares worth $381K. The stake represents ﹤0.01% of the portfolio and ranks #845 among its holdings.

117 funds tracked by Wall St. Rank hold VCRM as of Q3 2026.

Clearstead Advisors held 5,322 shares of Vanguard Core Tax-Exempt Bond ETF worth $381K as of Q3 2026.
Vanguard Core Tax-Exempt Bond ETF was a new Clearstead Advisors position in Q3 2026.
Vanguard Core Tax-Exempt Bond ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #845 holding.
117 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.