NLWP
VCRM

Next Level Wealth Planning’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Next Level Wealth Planning’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
Q1 		$682K Buy
9,081
+6,296
+226% +$478K 0.35% 26
2025
Q4 		$210K Buy
2,785
+119
+4% +$9K 0.11% 63
2025
Q3 		$201K Buy
+2,666
New +$197K 0.11% 60

Other funds holding VCRM

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Next Level Wealth Planning's VCRM Position: Q1 2026 in Review

Next Level Wealth Planning increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 226% in Q1 2026, buying an estimated $478K and bringing the position to 9,081 shares worth $682K. The position accounts for 0.35% of the portfolio, ranked #26.

Next Level Wealth Planning first reported a position in VCRM in Q3 2025 and has held it in 3 quarters since. 124 funds tracked by Wall St. Rank hold VCRM as of Q1 2026.

  • Next Level Wealth Planning held 9,081 shares of Vanguard Core Tax-Exempt Bond ETF worth $682K as of Q1 2026.
  • Next Level Wealth Planning bought 6,296 Vanguard Core Tax-Exempt Bond ETF shares in Q1 2026, an estimated $478K.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.35% of Next Level Wealth Planning's portfolio in Q1 2026, its #26 holding.
  • Next Level Wealth Planning first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 124 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q1 2026.

Based on Next Level Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.