MB, Levis & Associates
VCRM icon

MB, Levis & Associates’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

MB, Levis & Associates’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
Q3 		$15.9M Buy
221,817
+38,938
+21% +$2.9M 5.82% 6
2026
Q2 		$14M Buy
182,879
+1,002
+0.6% +$75.9K 5.15% 5
2026
Q1 		$13.7M Buy
181,877
+1,554
+0.9% +$118K 5.7% 7
2025
Q4 		$13.6M Buy
180,323
+11,823
+7% +$894K 5.74% 7
2025
Q3 		$12.7M Buy
+168,500
New +$12.4M 5.49% 9

Other funds holding VCRM

HBK Sorce Advisory
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mills Wealth Advisors
Mills Wealth Advisors Southlake, Texas $316M AUM 8.08% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
TFO Wealth Partners
TFO Wealth Partners Maumee, Ohio $778M AUM 14.21% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
Asio Capital
Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Sage Financial Group
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

MB, Levis & Associates's VCRM Position: Q3 2026 in Review

MB, Levis & Associates increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 21% in Q3 2026, buying an estimated $2.9M and bringing the position to 221,817 shares worth $15.9M. The position accounts for 5.82% of the portfolio, ranked #6.

MB, Levis & Associates first reported a position in VCRM in Q3 2025 and has held it in 5 quarters since. 121 funds tracked by Wall St. Rank hold VCRM as of Q3 2026.

  • MB, Levis & Associates held 221,817 shares of Vanguard Core Tax-Exempt Bond ETF worth $15.9M as of Q3 2026.
  • MB, Levis & Associates bought 38,938 Vanguard Core Tax-Exempt Bond ETF shares in Q3 2026, an estimated $2.9M.
  • Vanguard Core Tax-Exempt Bond ETF made up 5.82% of MB, Levis & Associates's portfolio in Q3 2026, its #6 holding.
  • MB, Levis & Associates first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • 121 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.