MWA
VCRM

Mills Wealth Advisors’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Mills Wealth Advisors’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 		$34.4M Buy
450,834
+51,597
+13% +$3.91M 10.85% 3
2026
Q1 		$30M Buy
399,237
+61,776
+18% +$4.69M 10.48% 3
2025
Q4 		$25.5M Buy
337,461
+38,126
+13% +$2.88M 10.06% 3
2025
Q3 		$22.5M Buy
299,335
+11,446
+4% +$844K 9.16% 3
2025
Q2 		$21.2M Buy
287,889
+43,687
+18% +$3.2M 9.71% 3
2025
Q1 		$18.1M Buy
244,202
+15,951
+7% +$1.19M 9.63% 3
2024
Q4 		$17M Buy
+228,251
New +$17.2M 9.69% 3

Other funds holding VCRM

VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
PF
Penney Financial Houston, Texas $286M AUM 15.45% 1-Year Est. Return

Mills Wealth Advisors's VCRM Position: Q2 2026 in Review

Mills Wealth Advisors increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 13% in Q2 2026, buying an estimated $3.91M and bringing the position to 450,834 shares worth $34.4M. The position accounts for 10.85% of the portfolio, ranked #3.

Mills Wealth Advisors first reported a position in VCRM in Q4 2024 and has held it in 7 quarters since. 53 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • Mills Wealth Advisors held 450,834 shares of Vanguard Core Tax-Exempt Bond ETF worth $34.4M as of Q2 2026.
  • Mills Wealth Advisors bought 51,597 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $3.91M.
  • Vanguard Core Tax-Exempt Bond ETF made up 10.85% of Mills Wealth Advisors's portfolio in Q2 2026, its #3 holding.
  • Mills Wealth Advisors first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 53 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.