CWS
VCRM

Confluence Wealth Services’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Confluence Wealth 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 		$25.2M Buy
329,907
+60,472
+22% +$4.58M 0.72% 27
2026
Q1 		$20.2M Buy
269,435
+51,289
+24% +$3.9M 0.79% 27
2025
Q4 		$16.5M Buy
+218,146
New +$16.5M 0.68% 29

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
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
CA
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
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

Confluence Wealth Services's VCRM Position: Q2 2026 in Review

Confluence Wealth Services increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 22% in Q2 2026, buying an estimated $4.58M and bringing the position to 329,907 shares worth $25.2M. The position accounts for 0.72% of the portfolio, ranked #27.

Confluence Wealth Services first reported a position in VCRM in Q4 2025 and has held it in 3 quarters since. 53 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • Confluence Wealth Services held 329,907 shares of Vanguard Core Tax-Exempt Bond ETF worth $25.2M as of Q2 2026.
  • Confluence Wealth Services bought 60,472 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $4.58M.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.72% of Confluence Wealth Services's portfolio in Q2 2026, its #27 holding.
  • Confluence Wealth Services first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 53 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.