DWM
VCRM

Dakota Wealth Management’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Dakota Wealth Management’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 		$1.12M Buy
14,700
+5,900
+67% +$447K 0.02% 411
2026
Q1 		$661K Hold
8,800
– – 0.01% 484
2025
Q4 		$665K Buy
+8,800
New +$666K 0.01% 490

Other funds holding VCRM

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

Dakota Wealth Management's VCRM Position: Q2 2026 in Review

Dakota Wealth Management increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 67% in Q2 2026, buying an estimated $447K and bringing the position to 14,700 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #411.

Dakota Wealth Management first reported a position in VCRM in Q4 2025 and has held it in 3 quarters since. 154 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • Dakota Wealth Management held 14,700 shares of Vanguard Core Tax-Exempt Bond ETF worth $1.12M as of Q2 2026.
  • Dakota Wealth Management bought 5,900 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $447K.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.02% of Dakota Wealth Management's portfolio in Q2 2026, its #411 holding.
  • Dakota Wealth Management first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 154 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.