KIM
VCRM

Karpus Investment Management’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Karpus Investment Management’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 		$46.9M Buy
613,630
+23,571
+4% +$1.79M 1.35% 16
2026
Q1 		$44.3M Buy
590,059
+35,915
+6% +$2.73M 1.38% 14
2025
Q4 		$41.9M Buy
554,144
+20,677
+4% +$1.56M 1.29% 21
2025
Q3 		$40.1M Buy
+533,467
New +$39.3M 1.27% 24

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

Karpus Investment Management's VCRM Position: Q2 2026 in Review

Karpus Investment Management increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 4% in Q2 2026, buying an estimated $1.79M and bringing the position to 613,630 shares worth $46.9M. The position accounts for 1.35% of the portfolio, ranked #16.

Karpus Investment Management first reported a position in VCRM in Q3 2025 and has held it in 4 quarters since. 154 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • Karpus Investment Management held 613,630 shares of Vanguard Core Tax-Exempt Bond ETF worth $46.9M as of Q2 2026.
  • Karpus Investment Management bought 23,571 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $1.79M.
  • Vanguard Core Tax-Exempt Bond ETF made up 1.35% of Karpus Investment Management's portfolio in Q2 2026, its #16 holding.
  • Karpus Investment Management first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 154 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Karpus Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.