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HUB Investment Partners’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

HUB Investment Partners’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 		$3.13M Buy
40,991
+12,902
+46% +$977K 0.06% 230
2026
Q1 		$2.11M Buy
28,089
+16,443
+141% +$1.25M 0.05% 238
2025
Q4 		$880K Buy
11,646
+593
+5% +$44.9K 0.02% 334
2025
Q3 		$832K Buy
11,053
+719
+7% +$53K 0.03% 306
2025
Q2 		$760K Buy
10,334
+2,555
+33% +$187K 0.03% 303
2025
Q1 		$578K Buy
+7,779
New +$582K 0.02% 313

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
Focus Partners Wealth
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

HUB Investment Partners's VCRM Position: Q2 2026 in Review

HUB Investment Partners increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 46% in Q2 2026, buying an estimated $977K and bringing the position to 40,991 shares worth $3.13M. The position accounts for 0.06% of the portfolio, ranked #230.

HUB Investment Partners first reported a position in VCRM in Q1 2025 and has held it in 6 quarters since. 155 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • HUB Investment Partners held 40,991 shares of Vanguard Core Tax-Exempt Bond ETF worth $3.13M as of Q2 2026.
  • HUB Investment Partners bought 12,902 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $977K.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.06% of HUB Investment Partners's portfolio in Q2 2026, its #230 holding.
  • HUB Investment Partners first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 155 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.