EAM
VCRM

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

Evanson 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 		$419K Hold
5,572
– – 0.02% 214
2025
Q4 		$421K Hold
5,572
– – 0.02% 222
2025
Q3 		$419K Buy
+5,572
New +$411K 0.02% 221

Other funds holding VCRM

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 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 $3.5B AUM 22.08% 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

Evanson Asset Management's VCRM Position: Q1 2026 in Review

Evanson Asset Management held its Vanguard Core Tax-Exempt Bond ETF (VCRM) position steady in Q1 2026 at 5,572 shares worth $419K. The position accounts for 0.02% of the portfolio, ranked #214.

Evanson Asset Management first reported a position in VCRM in Q3 2025 and has held it in 3 quarters since. The position peaked at $421K in Q4 2025. 124 funds tracked by Wall St. Rank hold VCRM as of Q1 2026.

  • Evanson Asset Management held 5,572 shares of Vanguard Core Tax-Exempt Bond ETF worth $419K as of Q1 2026.
  • Evanson Asset Management left its Vanguard Core Tax-Exempt Bond ETF share count unchanged in Q1 2026.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.02% of Evanson Asset Management's portfolio in Q1 2026, its #214 holding.
  • Evanson Asset Management first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Evanson Asset Management's Vanguard Core Tax-Exempt Bond ETF position peaked at $421K in Q4 2025.
  • 124 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.