KAS
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Kestra Advisory Services’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Kestra Advisory Services’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 		– Sell
-2,017
Closed -$152K – 4526
2025
Q4 		$152K Buy
+2,017
New +$153K ﹤0.01% 3112

Other funds holding VCRM

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 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 $3.48B AUM 10.49% 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 $783M AUM 19.25% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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 $1.03B AUM 20.67% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Kestra Advisory Services's VCRM Position: Q1 2026 in Review

Kestra Advisory Services sold out of Vanguard Core Tax-Exempt Bond ETF (VCRM) in Q1 2026, closing a stake of 2,017 shares — an estimated $152K sold.

Kestra Advisory Services first reported a position in VCRM in Q4 2025 and held it in 1 quarter. The position peaked at $152K in Q4 2025. 125 funds tracked by Wall St. Rank hold VCRM as of Q1 2026.

  • Kestra Advisory Services reported no remaining Vanguard Core Tax-Exempt Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,017 Vanguard Core Tax-Exempt Bond ETF shares in Q1 2026, an estimated $152K.
  • Kestra Advisory Services first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Vanguard Core Tax-Exempt Bond ETF position peaked at $152K in Q4 2025.
  • 125 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.