CRI
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Commonwealth Retirement Investments’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Commonwealth Retirement Investments’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 		$306K Hold
4,000
– – 0.08% 107
2026
Q1 		$301K Hold
4,000
– – 0.09% 106
2025
Q4 		$302K Sell
4,000
-1,500
-27% -$113K 0.1% 108
2025
Q3 		$414K Buy
+5,500
New +$406K 0.14% 98

Other funds holding VCRM

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
TWM
Topsail Wealth Management Charlotte, North Carolina $783M AUM 19.25% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
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

Commonwealth Retirement Investments's VCRM Position: Q2 2026 in Review

Commonwealth Retirement Investments held its Vanguard Core Tax-Exempt Bond ETF (VCRM) position steady in Q2 2026 at 4,000 shares worth $306K. The position accounts for 0.08% of the portfolio, ranked #107.

Commonwealth Retirement Investments first reported a position in VCRM in Q3 2025 and has held it in 4 quarters since. The position peaked at $414K in Q3 2025. 155 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • Commonwealth Retirement Investments held 4,000 shares of Vanguard Core Tax-Exempt Bond ETF worth $306K as of Q2 2026.
  • Commonwealth Retirement Investments left its Vanguard Core Tax-Exempt Bond ETF share count unchanged in Q2 2026.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.08% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #107 holding.
  • Commonwealth Retirement Investments first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Commonwealth Retirement Investments's Vanguard Core Tax-Exempt Bond ETF position peaked at $414K in Q3 2025.
  • 155 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.