HSA
VCRM

HBK Sorce Advisory’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

HBK Sorce 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
Q1 		$262M Buy
3,460,873
+3,122,939
+924% +$237M 5.19% 5
2025
Q4 		$25.7M Buy
337,934
+189,764
+128% +$14.4M 0.59% 18
2025
Q3 		$11.2M Buy
+148,170
New +$10.9M 0.28% 32

Other funds holding VCRM

AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $527M AUM 16.8% 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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $2.58B AUM 19.72% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

HBK Sorce Advisory's VCRM Position: Q1 2026 in Review

HBK Sorce Advisory increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 924% in Q1 2026, buying an estimated $237M and bringing the position to 3,460,873 shares worth $262M. The position accounts for 5.19% of the portfolio, ranked #5.

HBK Sorce Advisory first reported a position in VCRM in Q3 2025 and has held it in 3 quarters since. 124 funds tracked by Wall St. Rank hold VCRM as of Q1 2026.

  • HBK Sorce Advisory held 3,460,873 shares of Vanguard Core Tax-Exempt Bond ETF worth $262M as of Q1 2026.
  • HBK Sorce Advisory bought 3,122,939 Vanguard Core Tax-Exempt Bond ETF shares in Q1 2026, an estimated $237M.
  • Vanguard Core Tax-Exempt Bond ETF made up 5.19% of HBK Sorce Advisory's portfolio in Q1 2026, its #5 holding.
  • HBK Sorce Advisory first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 124 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.