NDSI
VCRM

Newman Dignan & Sheerar Inc’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Newman Dignan & Sheerar Inc’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 		$743K Buy
9,726
+6,411
+193% +$486K 0.14% 104
2026
Q1 		$249K Buy
+3,315
New +$252K 0.05% 173

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

Newman Dignan & Sheerar Inc's VCRM Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 193% in Q2 2026, buying an estimated $486K and bringing the position to 9,726 shares worth $743K. The position accounts for 0.14% of the portfolio, ranked #104.

Newman Dignan & Sheerar Inc first reported a position in VCRM in Q1 2026 and has held it in 2 quarters since. 154 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 9,726 shares of Vanguard Core Tax-Exempt Bond ETF worth $743K as of Q2 2026.
  • Newman Dignan & Sheerar Inc bought 6,411 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $486K.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.14% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #104 holding.
  • Newman Dignan & Sheerar Inc first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 154 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.