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 Q3	$254K	Hold	3,489	–	–	﹤0.01%	1147
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return

San Luis Wealth Advisors San Luis Obispo, California $660M AUM 11.72% 1-Year Est. Return

MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return

Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return

Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return

Diversify Advisory Services's VCRM Position: Q3 2026 in Review

Diversify Advisory Services held its Vanguard Core Tax-Exempt Bond ETF (VCRM) position steady in Q3 2026 at 3,489 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

Diversify Advisory Services first reported a position in VCRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $262K in Q2 2026. 45 funds tracked by Wall St. Rank hold VCRM as of Q3 2026.

Diversify Advisory Services held 3,489 shares of Vanguard Core Tax-Exempt Bond ETF worth $254K as of Q3 2026.
Diversify Advisory Services left its Vanguard Core Tax-Exempt Bond ETF share count unchanged in Q3 2026.
Vanguard Core Tax-Exempt Bond ETF made up ﹤0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #1147 holding.
Diversify Advisory Services first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
Diversify Advisory Services's Vanguard Core Tax-Exempt Bond ETF position peaked at $262K in Q2 2026.
45 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.