Kelman-Lazarov Inc’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Kelman-Lazarov Inc’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	$4.22M	Buy	55,199 +9,799	+22%	+$742K	0.55%	28
2026 Q1	$3.41M	Buy	45,400 +4,148	+10%	+$315K	0.49%	32
2025 Q4	$3.12M	Buy	41,252 +3,884	+10%	+$294K	0.45%	34
2025 Q3	$2.81M	Buy	37,368 +20,067	+116%	+$1.48M	0.42%	35
2025 Q2	$1.27M	Buy	+17,301	New	+$1.27M	0.21%	50

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

Kelman-Lazarov Inc's VCRM Position: Q2 2026 in Review

Kelman-Lazarov Inc increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 22% in Q2 2026, buying an estimated $742K and bringing the position to 55,199 shares worth $4.22M. The position accounts for 0.55% of the portfolio, ranked #28.

Kelman-Lazarov Inc first reported a position in VCRM in Q2 2025 and has held it in 5 quarters since. 155 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

Kelman-Lazarov Inc held 55,199 shares of Vanguard Core Tax-Exempt Bond ETF worth $4.22M as of Q2 2026.
Kelman-Lazarov Inc bought 9,799 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $742K.
Vanguard Core Tax-Exempt Bond ETF made up 0.55% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #28 holding.
Kelman-Lazarov Inc first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
155 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.