LPL Financial’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

LPL Financial’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	$7.61M	Buy	99,595 +43,723	+78%	+$3.31M	﹤0.01%	2401
2026 Q1	$4.2M	Buy	55,872 +27,038	+94%	+$2.05M	﹤0.01%	2789
2025 Q4	$2.18M	Buy	28,834 +15,179	+111%	+$1.15M	﹤0.01%	3326
2025 Q3	$1.03M	Buy	13,655 +6,655	+95%	+$491K	﹤0.01%	3978
2025 Q2	$515K	Buy	+7,000	New	+$512K	﹤0.01%	4364

Other funds holding VCRM

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return

TWM

Topsail Wealth Management Charlotte, North Carolina $783M AUM 19.25% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

OCG

Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return

LPL Financial's VCRM Position: Q2 2026 in Review

LPL Financial increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 78% in Q2 2026, buying an estimated $3.31M and bringing the position to 99,595 shares worth $7.61M. The position accounts for ﹤0.01% of the portfolio, ranked #2401.

LPL Financial first reported a position in VCRM in Q2 2025 and has held it in 5 quarters since. 154 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

LPL Financial held 99,595 shares of Vanguard Core Tax-Exempt Bond ETF worth $7.61M as of Q2 2026.
LPL Financial bought 43,723 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $3.31M.
Vanguard Core Tax-Exempt Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2401 holding.
LPL Financial first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
154 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.