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Evolve Private Wealth’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Evolve Private Wealth’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 		$985K Sell
12,899
-208
-2% -$15.8K 0.06% 282
2026
Q1 		$985K Buy
+13,107
New +$995K 0.05% 339

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

Evolve Private Wealth's VCRM Position: Q2 2026 in Review

Evolve Private Wealth reduced its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 1.6% in Q2 2026, selling an estimated $15.8K and leaving 12,899 shares worth $985K. The position accounts for 0.06% of the portfolio, ranked #282.

Evolve Private Wealth first reported a position in VCRM in Q1 2026 and has held it in 2 quarters since. 155 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • Evolve Private Wealth held 12,899 shares of Vanguard Core Tax-Exempt Bond ETF worth $985K as of Q2 2026.
  • Evolve Private Wealth sold 208 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $15.8K.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.06% of Evolve Private Wealth's portfolio in Q2 2026, its #282 holding.
  • Evolve Private Wealth first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 155 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.