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
Q2 		$716K Buy
9,370
+289
+3% +$21.9K 0.32% 27
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 $5.27B 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

Next Level Wealth Planning's VCRM Position: Q2 2026 in Review

Next Level Wealth Planning increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 3.2% in Q2 2026, buying an estimated $21.9K and bringing the position to 9,370 shares worth $716K. The position accounts for 0.32% of the portfolio, ranked #27.

Next Level Wealth Planning first reported a position in VCRM in Q3 2025 and has held it in 4 quarters since. 154 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • Next Level Wealth Planning held 9,370 shares of Vanguard Core Tax-Exempt Bond ETF worth $716K as of Q2 2026.
  • Next Level Wealth Planning bought 289 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $21.9K.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.32% of Next Level Wealth Planning's portfolio in Q2 2026, its #27 holding.
  • Next Level Wealth Planning first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 154 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Next Level Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.