NF
VCRM

NavPoint Financial’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

NavPoint Financial’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 		$1.38M Buy
18,074
+3,785
+26% +$287K 0.51% 38
2026
Q1 		$1.07M Sell
14,289
-774
-5% -$58.8K 0.43% 41
2025
Q4 		$1.14M Buy
15,063
+5,589
+59% +$423K 0.49% 38
2025
Q3 		$713K Buy
+9,474
New +$699K 0.37% 41

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
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
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

NavPoint Financial's VCRM Position: Q2 2026 in Review

NavPoint Financial increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 26% in Q2 2026, buying an estimated $287K and bringing the position to 18,074 shares worth $1.38M. The position accounts for 0.51% of the portfolio, ranked #38.

NavPoint Financial first reported a position in VCRM in Q3 2025 and has held it in 4 quarters since. 71 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • NavPoint Financial held 18,074 shares of Vanguard Core Tax-Exempt Bond ETF worth $1.38M as of Q2 2026.
  • NavPoint Financial bought 3,785 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $287K.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.51% of NavPoint Financial's portfolio in Q2 2026, its #38 holding.
  • NavPoint Financial first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 71 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on NavPoint Financial's 13F filing for Q2 2026, filed 23 Jul 2026.