Commonwealth Equity Services’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Commonwealth Equity Services’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	$2.48M	Buy	32,526 +7,051	+28%	+$534K	﹤0.01%	1924
2026 Q1	$1.91M	Buy	25,475 +16,210	+175%	+$1.23M	﹤0.01%	2048
2025 Q4	$700K	Buy	+9,265	New	+$701K	﹤0.01%	2881
2025 Q2	–	Sell	-21,811	Closed	-$1.62M	–	4375
2025 Q1	$1.62M	Buy	+21,811	New	+$1.63M	﹤0.01%	2078

Other funds holding VCRM

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

OCG

Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Commonwealth Equity Services's VCRM Position: Q2 2026 in Review

Commonwealth Equity Services increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 28% in Q2 2026, buying an estimated $534K and bringing the position to 32,526 shares worth $2.48M. The position accounts for ﹤0.01% of the portfolio, ranked #1924.

Commonwealth Equity Services first reported a position in VCRM in Q1 2025 and has held it in 4 quarters since. 76 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

Commonwealth Equity Services held 32,526 shares of Vanguard Core Tax-Exempt Bond ETF worth $2.48M as of Q2 2026.
Commonwealth Equity Services bought 7,051 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $534K.
Vanguard Core Tax-Exempt Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1924 holding.
Commonwealth Equity Services first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q1 2025 and has held it in 4 quarters since.
76 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.