MPW
VCRM

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

Magnolia Private Wealth’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
2025
Q2 		– Sell
-3,510
Closed -$261K – 118
2025
Q1 		$261K Hold
3,510
– – 0.21% 93
2024
Q4 		$262K Buy
+3,510
New +$264K 0.23% 93

Other funds holding VCRM

MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $527M AUM 16.8% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TWM
Topsail Wealth Management Charlotte, North Carolina $678M AUM 13.87% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Magnolia Private Wealth's VCRM Position: Q2 2025 in Review

Magnolia Private Wealth sold out of Vanguard Core Tax-Exempt Bond ETF (VCRM) in Q2 2025, closing a stake of 3,510 shares — an estimated $261K sold.

Magnolia Private Wealth first reported a position in VCRM in Q4 2024 and held it in 2 quarters. The position peaked at $262K in Q4 2024. 51 funds tracked by Wall St. Rank hold VCRM as of Q2 2025.

  • Magnolia Private Wealth reported no remaining Vanguard Core Tax-Exempt Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Magnolia Private Wealth sold 3,510 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2025, an estimated $261K.
  • Magnolia Private Wealth first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q4 2024 and held it in 2 quarters.
  • Magnolia Private Wealth's Vanguard Core Tax-Exempt Bond ETF position peaked at $262K in Q4 2024.
  • 51 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2025.

Based on Magnolia Private Wealth's 13F filing for Q2 2025, filed 18 Jul 2025.