EWA
VCRM

EQ Wealth Advisors’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

EQ Wealth Advisors’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 		$5.01M Buy
65,564
+12,417
+23% +$941K 2.75% 13
2026
Q1 		$3.99M Buy
53,147
+21,956
+70% +$1.67M 2.34% 14
2025
Q4 		$2.36M Buy
+31,191
New +$2.36M 1.39% 19

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

EQ Wealth Advisors's VCRM Position: Q2 2026 in Review

EQ Wealth Advisors increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 23% in Q2 2026, buying an estimated $941K and bringing the position to 65,564 shares worth $5.01M. The position accounts for 2.75% of the portfolio, ranked #13.

EQ Wealth Advisors first reported a position in VCRM in Q4 2025 and has held it in 3 quarters since. 154 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • EQ Wealth Advisors held 65,564 shares of Vanguard Core Tax-Exempt Bond ETF worth $5.01M as of Q2 2026.
  • EQ Wealth Advisors bought 12,417 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $941K.
  • Vanguard Core Tax-Exempt Bond ETF made up 2.75% of EQ Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • EQ Wealth Advisors first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 154 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on EQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.