Envestnet Asset Management
VCRM

Envestnet Asset Management’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Envestnet Asset 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 		$7.05M Buy
92,269
+3,316
+4% +$251K ﹤0.01% 2204
2026
Q1 		$6.68M Buy
88,953
+75,626
+567% +$5.74M ﹤0.01% 2112
2025
Q4 		$1.01M Sell
13,327
-29,960
-69% -$2.27M ﹤0.01% 3260
2025
Q3 		$3.26M Buy
43,287
+3,541
+9% +$261K ﹤0.01% 2546
2025
Q2 		$2.92M Buy
+39,746
New +$2.91M ﹤0.01% 2553

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

Envestnet Asset Management's VCRM Position: Q2 2026 in Review

Envestnet Asset Management increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 3.7% in Q2 2026, buying an estimated $251K and bringing the position to 92,269 shares worth $7.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2204.

Envestnet Asset Management first reported a position in VCRM in Q2 2025 and has held it in 5 quarters since. 155 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • Envestnet Asset Management held 92,269 shares of Vanguard Core Tax-Exempt Bond ETF worth $7.05M as of Q2 2026.
  • Envestnet Asset Management bought 3,316 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $251K.
  • Vanguard Core Tax-Exempt Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2204 holding.
  • Envestnet Asset Management first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 155 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.