Creative Planning’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Creative Planning’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	–	Sell	-4,005	Closed	-$301K	–	4417
2026 Q1	$301K	Buy	+4,005	New	+$304K	﹤0.01%	3425

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

Creative Planning's VCRM Position: Q2 2026 in Review

Creative Planning sold out of Vanguard Core Tax-Exempt Bond ETF (VCRM) in Q2 2026, closing a stake of 4,005 shares — an estimated $301K sold.

Creative Planning first reported a position in VCRM in Q1 2026 and held it in 1 quarter. The position peaked at $301K in Q1 2026. 155 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

Creative Planning reported no remaining Vanguard Core Tax-Exempt Bond ETF position as of Q2 2026 after selling out during the quarter.
Creative Planning sold 4,005 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $301K.
Creative Planning first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q1 2026 and held it in 1 quarter.
Creative Planning's Vanguard Core Tax-Exempt Bond ETF position peaked at $301K in Q1 2026.
155 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.