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
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 $4.9B AUM 16.64% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $526M AUM 16.8% 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 $2.58B AUM 19.72% 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