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 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

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

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 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 Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Galvin Gaustad & Stein's VCRM Position: Q1 2026 in Review

Galvin Gaustad & Stein increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 27% in Q1 2026, buying an estimated $273K and bringing the position to 17,025 shares worth $1.28M. The position accounts for 0.1% of the portfolio, ranked #114.

Galvin Gaustad & Stein first reported a position in VCRM in Q4 2024 and has held it in 6 quarters since. 124 funds tracked by Wall St. Rank hold VCRM as of Q1 2026.

Galvin Gaustad & Stein held 17,025 shares of Vanguard Core Tax-Exempt Bond ETF worth $1.28M as of Q1 2026.
Galvin Gaustad & Stein bought 3,594 Vanguard Core Tax-Exempt Bond ETF shares in Q1 2026, an estimated $273K.
Vanguard Core Tax-Exempt Bond ETF made up 0.1% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #114 holding.
Galvin Gaustad & Stein first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q4 2024 and has held it in 6 quarters since.
124 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.