MLA
VCRM

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
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

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

MB, Levis & Associates's VCRM Position: Q2 2026 in Review

MB, Levis & Associates increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 0.55% in Q2 2026, buying an estimated $75.9K and bringing the position to 182,879 shares worth $14M. The position accounts for 5.15% of the portfolio, ranked #5.

MB, Levis & Associates first reported a position in VCRM in Q3 2025 and has held it in 4 quarters since. 154 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • MB, Levis & Associates held 182,879 shares of Vanguard Core Tax-Exempt Bond ETF worth $14M as of Q2 2026.
  • MB, Levis & Associates bought 1,002 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $75.9K.
  • Vanguard Core Tax-Exempt Bond ETF made up 5.15% of MB, Levis & Associates's portfolio in Q2 2026, its #5 holding.
  • MB, Levis & Associates first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 154 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.