Jones Financial Companies
VCRM

Jones Financial Companies’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Jones Financial Companies’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 		$18.3M Buy
245,112
+235,605
+2,478% +$17.9M 0.01% 622
2025
Q4 		$718K Buy
+9,507
New +$719K ﹤0.01% 1361

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 $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
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Jones Financial Companies's VCRM Position: Q1 2026 in Review

Jones Financial Companies increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 2,478% in Q1 2026, buying an estimated $17.9M and bringing the position to 245,112 shares worth $18.3M. The position accounts for 0.01% of the portfolio, ranked #622.

Jones Financial Companies first reported a position in VCRM in Q4 2025 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold VCRM as of Q1 2026.

  • Jones Financial Companies held 245,112 shares of Vanguard Core Tax-Exempt Bond ETF worth $18.3M as of Q1 2026.
  • Jones Financial Companies bought 235,605 Vanguard Core Tax-Exempt Bond ETF shares in Q1 2026, an estimated $17.9M.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.01% of Jones Financial Companies's portfolio in Q1 2026, its #622 holding.
  • Jones Financial Companies first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.