EFS
VCRM

Essex Financial Services’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Essex Financial Services’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 		$482K Buy
6,305
+2,270
+56% +$172K 0.02% 489
2026
Q1 		$303K Hold
4,035
– – 0.02% 610
2025
Q4 		$305K Buy
4,035
+65
+2% +$4.92K 0.02% 593
2025
Q3 		$299K Sell
3,970
-2,460
-38% -$181K 0.02% 579
2025
Q2 		$473K Buy
+6,430
New +$471K 0.03% 419

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
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 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
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ELM
Elite Life Management Sarasota, Florida $85.4M AUM 22.37% 1-Year Est. Return

Essex Financial Services's VCRM Position: Q2 2026 in Review

Essex Financial Services increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 56% in Q2 2026, buying an estimated $172K and bringing the position to 6,305 shares worth $482K. The position accounts for 0.02% of the portfolio, ranked #489.

Essex Financial Services first reported a position in VCRM in Q2 2025 and has held it in 5 quarters since. 123 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • Essex Financial Services held 6,305 shares of Vanguard Core Tax-Exempt Bond ETF worth $482K as of Q2 2026.
  • Essex Financial Services bought 2,270 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $172K.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #489 holding.
  • Essex Financial Services first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 123 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.