KPWS
VCRM

Kestra Private Wealth Services’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Kestra Private Wealth 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
Q2 		$361K Buy
+4,724
New +$358K ﹤0.01% 1413

Other funds holding VCRM

VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 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
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return

Kestra Private Wealth Services's VCRM Position: Q2 2026 in Review

Kestra Private Wealth Services opened a new position in Vanguard Core Tax-Exempt Bond ETF (VCRM) in Q2 2026: 4,724 shares worth $361K. The stake represents ﹤0.01% of the portfolio and ranks #1413 among its holdings.

68 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • Kestra Private Wealth Services held 4,724 shares of Vanguard Core Tax-Exempt Bond ETF worth $361K as of Q2 2026.
  • Vanguard Core Tax-Exempt Bond ETF was a new Kestra Private Wealth Services position in Q2 2026.
  • Vanguard Core Tax-Exempt Bond ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1413 holding.
  • 68 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.