LKBC
VCRM

L.K. Benson & Company’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

L.K. Benson & Company’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 		$1.23M Buy
16,062
+2,655
+20% +$201K 0.37% 42
2026
Q1 		$1.01M Buy
13,407
+12
+0.1% +$911 0.33% 47
2025
Q4 		$1.01M Buy
13,395
+249
+2% +$18.8K 0.51% 45
2025
Q3 		$989K Buy
13,146
+1,028
+8% +$75.8K 0.53% 43
2025
Q2 		$892K Buy
+12,118
New +$887K 0.55% 41

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
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
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

L.K. Benson & Company's VCRM Position: Q2 2026 in Review

L.K. Benson & Company increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 20% in Q2 2026, buying an estimated $201K and bringing the position to 16,062 shares worth $1.23M. The position accounts for 0.37% of the portfolio, ranked #42.

L.K. Benson & Company first reported a position in VCRM in Q2 2025 and has held it in 5 quarters since. 53 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • L.K. Benson & Company held 16,062 shares of Vanguard Core Tax-Exempt Bond ETF worth $1.23M as of Q2 2026.
  • L.K. Benson & Company bought 2,655 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $201K.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.37% of L.K. Benson & Company's portfolio in Q2 2026, its #42 holding.
  • L.K. Benson & Company first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 53 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.