DWM
VCRM

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
Q1 		$215K Buy
+2,832
New +$215K ﹤0.01% 1074

Other funds holding VCRM

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
TWM
Topsail Wealth Management Charlotte, North Carolina $678M AUM 13.87% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $930M AUM 16.14% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Diversify Wealth Management's VCRM Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in Vanguard Core Tax-Exempt Bond ETF (VCRM) in Q1 2026: 2,832 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #1074 among its holdings.

124 funds tracked by Wall St. Rank hold VCRM as of Q1 2026.

  • Diversify Wealth Management held 2,832 shares of Vanguard Core Tax-Exempt Bond ETF worth $215K as of Q1 2026.
  • Vanguard Core Tax-Exempt Bond ETF was a new Diversify Wealth Management position in Q1 2026.
  • Vanguard Core Tax-Exempt Bond ETF made up ﹤0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #1074 holding.
  • 124 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.