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

NewEdge 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	$3.51M	Buy	45,885 +8,773	+24%	+$665K	0.01%	925
2026 Q1	$2.79M	Buy	37,112 +16,691	+82%	+$1.27M	0.01%	934
2025 Q4	$1.54M	Buy	20,421 +10,921	+115%	+$826K	0.01%	1202
2025 Q3	$715K	Buy	+9,500	New	+$701K	﹤0.01%	1607
2025 Q2	–	Sell	-3,886	Closed	-$288K	–	4188
2025 Q1	$288K	Buy	3,886 +738	+23%	+$55.2K	﹤0.01%	1919
2024 Q4	$235K	Buy	+3,148	New	+$237K	﹤0.01%	2008

Other funds holding VCRM

HSA

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

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 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 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

NewEdge Advisors's VCRM Position: Q2 2026 in Review

NewEdge Advisors increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 24% in Q2 2026, buying an estimated $665K and bringing the position to 45,885 shares worth $3.51M. The position accounts for 0.01% of the portfolio, ranked #925.

NewEdge Advisors first reported a position in VCRM in Q4 2024 and has held it in 6 quarters since. 154 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

NewEdge Advisors held 45,885 shares of Vanguard Core Tax-Exempt Bond ETF worth $3.51M as of Q2 2026.
NewEdge Advisors bought 8,773 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $665K.
Vanguard Core Tax-Exempt Bond ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #925 holding.
NewEdge Advisors first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q4 2024 and has held it in 6 quarters since.
154 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.