Financial Engines Advisors
VCRM

Financial Engines Advisors’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Financial Engines 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
2025
Q2 		– Sell
-6,592
Closed -$489K – 533
2025
Q1 		$489K Buy
+6,592
New +$493K ﹤0.01% 326

Other funds holding VCRM

MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $527M AUM 16.8% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TWM
Topsail Wealth Management Charlotte, North Carolina $678M AUM 13.87% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Financial Engines Advisors's VCRM Position: Q2 2025 in Review

Financial Engines Advisors sold out of Vanguard Core Tax-Exempt Bond ETF (VCRM) in Q2 2025, closing a stake of 6,592 shares — an estimated $489K sold.

Financial Engines Advisors first reported a position in VCRM in Q1 2025 and held it in 1 quarter. The position peaked at $489K in Q1 2025. 51 funds tracked by Wall St. Rank hold VCRM as of Q2 2025.

  • Financial Engines Advisors reported no remaining Vanguard Core Tax-Exempt Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Engines Advisors sold 6,592 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2025, an estimated $489K.
  • Financial Engines Advisors first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q1 2025 and held it in 1 quarter.
  • Financial Engines Advisors's Vanguard Core Tax-Exempt Bond ETF position peaked at $489K in Q1 2025.
  • 51 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2025.

Based on Financial Engines Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.