LAM
VCRM

Lakewood Asset Management’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Lakewood Asset Management’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 		$260K Buy
3,462
+89
+3% +$6.76K 0.17% 95
2025
Q4 		$255K Buy
+3,373
New +$255K 0.15% 88

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

Lakewood Asset Management's VCRM Position: Q1 2026 in Review

Lakewood Asset Management increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 2.6% in Q1 2026, buying an estimated $6.76K and bringing the position to 3,462 shares worth $260K. The position accounts for 0.17% of the portfolio, ranked #95.

Lakewood Asset Management first reported a position in VCRM in Q4 2025 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold VCRM as of Q1 2026.

  • Lakewood Asset Management held 3,462 shares of Vanguard Core Tax-Exempt Bond ETF worth $260K as of Q1 2026.
  • Lakewood Asset Management bought 89 Vanguard Core Tax-Exempt Bond ETF shares in Q1 2026, an estimated $6.76K.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.17% of Lakewood Asset Management's portfolio in Q1 2026, its #95 holding.
  • Lakewood Asset Management first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q1 2026.

Based on Lakewood Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.