LWMNY
VCRM

Landmark Wealth Management (New York)’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Landmark Wealth Management (New York)’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 		$1.11M Buy
14,833
+8,428
+132% +$640K 0.3% 62
2025
Q4 		$484K Buy
+6,405
New +$485K 0.19% 62

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 $1.83B AUM 18.24% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $527M AUM 16.8% 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 $2.58B AUM 19.72% 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

Landmark Wealth Management (New York)'s VCRM Position: Q1 2026 in Review

Landmark Wealth Management (New York) increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 132% in Q1 2026, buying an estimated $640K and bringing the position to 14,833 shares worth $1.11M. The position accounts for 0.3% of the portfolio, ranked #62.

Landmark Wealth Management (New York) 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.

  • Landmark Wealth Management (New York) held 14,833 shares of Vanguard Core Tax-Exempt Bond ETF worth $1.11M as of Q1 2026.
  • Landmark Wealth Management (New York) bought 8,428 Vanguard Core Tax-Exempt Bond ETF shares in Q1 2026, an estimated $640K.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.3% of Landmark Wealth Management (New York)'s portfolio in Q1 2026, its #62 holding.
  • Landmark Wealth Management (New York) 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 Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.