Galvin Gaustad & Stein’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Galvin Gaustad & Stein’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 Q3	$680K	Sell	9,500 -8,525	-47%	-$635K	0.05%	150
2026 Q2	$1.38M	Buy	18,025 +1,000	+6%	+$75.8K	0.1%	119
2026 Q1	$1.28M	Buy	17,025 +3,594	+27%	+$273K	0.1%	114
2025 Q4	$1.01M	Buy	13,431 +2,892	+27%	+$219K	0.08%	123
2025 Q3	$793K	Hold	10,539	–	–	0.06%	119
2025 Q2	$775K	Buy	10,539 +1,522	+17%	+$111K	0.07%	113
2025 Q1	$669K	Buy	9,017 +2,017	+29%	+$151K	0.06%	111
2024 Q4	$522K	Buy	+7,000	New	+$527K	0.05%	131

Other funds holding VCRM

MCFP

Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Galvin Gaustad & Stein's VCRM Position: Q3 2026 in Review

Galvin Gaustad & Stein reduced its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 47% in Q3 2026, selling an estimated $635K and leaving 9,500 shares worth $680K. The position accounts for 0.05% of the portfolio, ranked #150.

Galvin Gaustad & Stein first reported a position in VCRM in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.38M in Q2 2026. 11 funds tracked by Wall St. Rank hold VCRM as of Q3 2026.

Galvin Gaustad & Stein held 9,500 shares of Vanguard Core Tax-Exempt Bond ETF worth $680K as of Q3 2026.
Galvin Gaustad & Stein sold 8,525 Vanguard Core Tax-Exempt Bond ETF shares in Q3 2026, an estimated $635K.
Vanguard Core Tax-Exempt Bond ETF made up 0.05% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #150 holding.
Galvin Gaustad & Stein first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q4 2024 and has held it in 8 quarters since.
Galvin Gaustad & Stein's Vanguard Core Tax-Exempt Bond ETF position peaked at $1.38M in Q2 2026.
11 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.