DOA
VCRM

D'Orazio & Associates’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

D'Orazio & Associates’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 		$5.88M Buy
76,991
+27,040
+54% +$2.05M 0.68% 23
2026
Q1 		$3.75M Buy
49,951
+38,586
+340% +$2.93M 0.49% 28
2025
Q4 		$859K Buy
+11,365
New +$860K 0.11% 70

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

D'Orazio & Associates's VCRM Position: Q2 2026 in Review

D'Orazio & Associates increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 54% in Q2 2026, buying an estimated $2.05M and bringing the position to 76,991 shares worth $5.88M. The position accounts for 0.68% of the portfolio, ranked #23.

D'Orazio & Associates first reported a position in VCRM in Q4 2025 and has held it in 3 quarters since. 155 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • D'Orazio & Associates held 76,991 shares of Vanguard Core Tax-Exempt Bond ETF worth $5.88M as of Q2 2026.
  • D'Orazio & Associates bought 27,040 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $2.05M.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.68% of D'Orazio & Associates's portfolio in Q2 2026, its #23 holding.
  • D'Orazio & Associates first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 155 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.