Gutierrez Wealth Advisory’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Gutierrez Wealth Advisory’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	$3.72M	Sell	48,718 -5,104	-9%	-$387K	2.15%	13
2026 Q1	$4.04M	Sell	53,822 -1,015	-2%	-$77.1K	2.51%	14
2025 Q4	$4.14M	Buy	54,837 +536	+1%	+$40.5K	2.6%	14
2025 Q3	$4.09M	Buy	54,301 +1,869	+4%	+$138K	2.61%	14
2025 Q2	$3.86M	Buy	+52,432	New	+$3.84M	2.59%	14

Other funds holding VCRM

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

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 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 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

Gutierrez Wealth Advisory's VCRM Position: Q2 2026 in Review

Gutierrez Wealth Advisory reduced its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 9.5% in Q2 2026, selling an estimated $387K and leaving 48,718 shares worth $3.72M. The position accounts for 2.15% of the portfolio, ranked #13.

Gutierrez Wealth Advisory first reported a position in VCRM in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.14M in Q4 2025. 154 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

Gutierrez Wealth Advisory held 48,718 shares of Vanguard Core Tax-Exempt Bond ETF worth $3.72M as of Q2 2026.
Gutierrez Wealth Advisory sold 5,104 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $387K.
Vanguard Core Tax-Exempt Bond ETF made up 2.15% of Gutierrez Wealth Advisory's portfolio in Q2 2026, its #13 holding.
Gutierrez Wealth Advisory first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
Gutierrez Wealth Advisory's Vanguard Core Tax-Exempt Bond ETF position peaked at $4.14M in Q4 2025.
154 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.