D.B. Root & Company’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

D.B. Root & Company’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	$541K	Buy	+7,081	New	+$536K	0.11%	117

Other funds holding VCRM

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

Topsail Wealth Management Charlotte, North Carolina $783M AUM 19.25% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

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

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

Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return

D.B. Root & Company's VCRM Position: Q2 2026 in Review

D.B. Root & Company opened a new position in Vanguard Core Tax-Exempt Bond ETF (VCRM) in Q2 2026: 7,081 shares worth $541K. The stake represents 0.11% of the portfolio and ranks #117 among its holdings.

154 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

D.B. Root & Company held 7,081 shares of Vanguard Core Tax-Exempt Bond ETF worth $541K as of Q2 2026.
Vanguard Core Tax-Exempt Bond ETF was a new D.B. Root & Company position in Q2 2026.
Vanguard Core Tax-Exempt Bond ETF made up 0.11% of D.B. Root & Company's portfolio in Q2 2026, its #117 holding.
154 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.