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 Q1	$301K	Buy	+4,005	New	+$304K	﹤0.01%	3425

Other funds holding VCRM

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

MWA

Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

TWM

Topsail Wealth Management Charlotte, North Carolina $678M AUM 13.87% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $930M AUM 16.14% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning's VCRM Position: Q1 2026 in Review

Creative Planning opened a new position in Vanguard Core Tax-Exempt Bond ETF (VCRM) in Q1 2026: 4,005 shares worth $301K. The stake represents ﹤0.01% of the portfolio and ranks #3425 among its holdings.

124 funds tracked by Wall St. Rank hold VCRM as of Q1 2026.

Creative Planning held 4,005 shares of Vanguard Core Tax-Exempt Bond ETF worth $301K as of Q1 2026.
Vanguard Core Tax-Exempt Bond ETF was a new Creative Planning position in Q1 2026.
Vanguard Core Tax-Exempt Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3425 holding.
124 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.