MWS
VCRM

MFA Wealth Services’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

MFA Wealth Services’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
Q4 		– Sell
-3,381
Closed -$254K – 125
2025
Q3 		$254K Buy
3,381
+31
+0.9% +$2.29K 0.18% 109
2025
Q2 		$246K Buy
3,350
+28
+0.8% +$2.05K 0.19% 102
2025
Q1 		$247K Buy
3,322
+16
+0.5% +$1.2K 0.2% 96
2024
Q4 		$247K Buy
+3,306
New +$249K 0.2% 93

Other funds holding VCRM

AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

MFA Wealth Services's VCRM Position: Q4 2025 in Review

MFA Wealth Services sold out of Vanguard Core Tax-Exempt Bond ETF (VCRM) in Q4 2025, closing a stake of 3,381 shares — an estimated $254K sold.

MFA Wealth Services first reported a position in VCRM in Q4 2024 and held it in 4 quarters. The position peaked at $254K in Q3 2025. 117 funds tracked by Wall St. Rank hold VCRM as of Q4 2025.

  • MFA Wealth Services reported no remaining Vanguard Core Tax-Exempt Bond ETF position as of Q4 2025 after selling out during the quarter.
  • MFA Wealth Services sold 3,381 Vanguard Core Tax-Exempt Bond ETF shares in Q4 2025, an estimated $254K.
  • MFA Wealth Services first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q4 2024 and held it in 4 quarters.
  • MFA Wealth Services's Vanguard Core Tax-Exempt Bond ETF position peaked at $254K in Q3 2025.
  • 117 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q4 2025.

Based on MFA Wealth Services's 13F filing for Q4 2025, filed 15 Jan 2026.