CRA Financial Services’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

CRA Financial 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	$1.9M	Sell	24,885 -340	-1%	-$25.8K	0.22%	86
2026 Q1	$1.9M	Buy	25,225 +340	+1%	+$25.8K	0.25%	82
2025 Q4	$1.88M	Hold	24,885	–	–	0.25%	78
2025 Q3	$1.87M	Buy	24,885 +1,970	+9%	+$145K	0.26%	78
2025 Q2	$1.69M	Buy	22,915 +3,580	+19%	+$262K	0.26%	78
2025 Q1	$1.44M	Buy	19,335 +6,350	+49%	+$475K	0.25%	81
2024 Q4	$968K	Buy	+12,985	New	+$978K	0.17%	108

Other funds holding VCRM

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

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 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 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

CRA Financial Services's VCRM Position: Q2 2026 in Review

CRA Financial Services reduced its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 1.3% in Q2 2026, selling an estimated $25.8K and leaving 24,885 shares worth $1.9M. The position accounts for 0.22% of the portfolio, ranked #86.

CRA Financial Services first reported a position in VCRM in Q4 2024 and has held it in 7 quarters since. 154 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

CRA Financial Services held 24,885 shares of Vanguard Core Tax-Exempt Bond ETF worth $1.9M as of Q2 2026.
CRA Financial Services sold 340 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $25.8K.
Vanguard Core Tax-Exempt Bond ETF made up 0.22% of CRA Financial Services's portfolio in Q2 2026, its #86 holding.
CRA Financial Services first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
154 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.