DDPIC
VCRM

Deroy & Devereaux Private Investment Counsel’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Deroy & Devereaux Private Investment Counsel’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 		$463K Buy
6,060
+2,660
+78% +$202K 0.02% 138
2026
Q1 		$256K Hold
3,400
– – 0.01% 154
2025
Q4 		$257K Hold
3,400
– – 0.01% 156
2025
Q3 		$256K Buy
+3,400
New +$251K 0.01% 154

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
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 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
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ELM
Elite Life Management Sarasota, Florida $85.4M AUM 22.37% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel's VCRM Position: Q2 2026 in Review

Deroy & Devereaux Private Investment Counsel increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 78% in Q2 2026, buying an estimated $202K and bringing the position to 6,060 shares worth $463K. The position accounts for 0.02% of the portfolio, ranked #138.

Deroy & Devereaux Private Investment Counsel first reported a position in VCRM in Q3 2025 and has held it in 4 quarters since. 104 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • Deroy & Devereaux Private Investment Counsel held 6,060 shares of Vanguard Core Tax-Exempt Bond ETF worth $463K as of Q2 2026.
  • Deroy & Devereaux Private Investment Counsel bought 2,660 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $202K.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.02% of Deroy & Devereaux Private Investment Counsel's portfolio in Q2 2026, its #138 holding.
  • Deroy & Devereaux Private Investment Counsel first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 104 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Deroy & Devereaux Private Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.