KLI
VCRM

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
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 $5.05B AUM 16.64% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 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 $3.5B AUM 22.08% 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

Kelman-Lazarov Inc's VCRM Position: Q1 2026 in Review

Kelman-Lazarov Inc increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 10% in Q1 2026, buying an estimated $315K and bringing the position to 45,400 shares worth $3.41M. The position accounts for 0.49% of the portfolio, ranked #32.

Kelman-Lazarov Inc first reported a position in VCRM in Q2 2025 and has held it in 4 quarters since. 125 funds tracked by Wall St. Rank hold VCRM as of Q1 2026.

  • Kelman-Lazarov Inc held 45,400 shares of Vanguard Core Tax-Exempt Bond ETF worth $3.41M as of Q1 2026.
  • Kelman-Lazarov Inc bought 4,148 Vanguard Core Tax-Exempt Bond ETF shares in Q1 2026, an estimated $315K.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.49% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #32 holding.
  • Kelman-Lazarov Inc first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 125 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.