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

Diversify 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 		$262K Buy
3,489
+657
+23% +$49.8K ﹤0.01% 1100
2026
Q1 		$215K Buy
+2,832
New +$215K ﹤0.01% 1074

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 Wealth Management's VCRM Position: Q2 2026 in Review

Diversify Wealth Management increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 23% in Q2 2026, buying an estimated $49.8K and bringing the position to 3,489 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1100.

Diversify Wealth Management first reported a position in VCRM in Q1 2026 and has held it in 2 quarters since. 155 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • Diversify Wealth Management held 3,489 shares of Vanguard Core Tax-Exempt Bond ETF worth $262K as of Q2 2026.
  • Diversify Wealth Management bought 657 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $49.8K.
  • Vanguard Core Tax-Exempt Bond ETF made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1100 holding.
  • Diversify Wealth Management first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 155 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.