Focus Partners Wealth
VCRM

Focus Partners Wealth’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Focus Partners 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 		$22M Sell
288,155
-19,553
-6% -$1.48M 0.02% 487
2026
Q1 		$23.1M Buy
307,708
+209,887
+215% +$15.9M 0.03% 458
2025
Q4 		$7.39M Buy
+97,821
New +$7.4M 0.01% 804

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
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

Focus Partners Wealth's VCRM Position: Q2 2026 in Review

Focus Partners Wealth reduced its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 6.4% in Q2 2026, selling an estimated $1.48M and leaving 288,155 shares worth $22M. The position accounts for 0.02% of the portfolio, ranked #487.

Focus Partners Wealth first reported a position in VCRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $23.1M in Q1 2026. 154 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • Focus Partners Wealth held 288,155 shares of Vanguard Core Tax-Exempt Bond ETF worth $22M as of Q2 2026.
  • Focus Partners Wealth sold 19,553 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $1.48M.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.02% of Focus Partners Wealth's portfolio in Q2 2026, its #487 holding.
  • Focus Partners Wealth first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's Vanguard Core Tax-Exempt Bond ETF position peaked at $23.1M in Q1 2026.
  • 154 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

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