DAS
VCRM

Diversify Advisory Services’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Diversify Advisory Services’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 		$262K Buy
+3,489
New +$264K ﹤0.01% 1100
2026
Q1 		– Sell
-2,831
Closed -$215K – 909
2025
Q4 		$215K Buy
+2,831
New +$214K 0.01% 855

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

Diversify Advisory Services's VCRM Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Vanguard Core Tax-Exempt Bond ETF (VCRM) in Q2 2026: 3,489 shares worth $262K. The stake represents ﹤0.01% of the portfolio and ranks #1100 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in VCRM as recently as Q4 2025.

Diversify Advisory Services first reported a position in VCRM in Q4 2025 and has held it in 2 quarters since. 154 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • Diversify Advisory Services held 3,489 shares of Vanguard Core Tax-Exempt Bond ETF worth $262K as of Q2 2026.
  • Vanguard Core Tax-Exempt Bond ETF was a new Diversify Advisory Services position in Q2 2026.
  • Vanguard Core Tax-Exempt Bond ETF made up ﹤0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1100 holding.
  • Diversify Advisory Services first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 154 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.