OHWA
VCRM

Oak Hill Wealth Advisors’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Oak Hill Wealth 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
2025
Q3 		$1.09M Buy
14,467
+8,448
+140% +$623K 0.2% 63
2025
Q2 		$441K Sell
6,019
-1,726
-22% -$126K 0.09% 100
2025
Q1 		$575K Buy
+7,745
New +$579K 0.13% 80

Other funds holding VCRM

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
TWM
Topsail Wealth Management Charlotte, North Carolina $678M AUM 13.87% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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

Oak Hill Wealth Advisors's VCRM Position: Q3 2025 in Review

Oak Hill Wealth Advisors increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 140% in Q3 2025, buying an estimated $623K and bringing the position to 14,467 shares worth $1.09M. The position accounts for 0.2% of the portfolio, ranked #63.

Oak Hill Wealth Advisors first reported a position in VCRM in Q1 2025 and has held it in 3 quarters since. 77 funds tracked by Wall St. Rank hold VCRM as of Q3 2025.

  • Oak Hill Wealth Advisors held 14,467 shares of Vanguard Core Tax-Exempt Bond ETF worth $1.09M as of Q3 2025.
  • Oak Hill Wealth Advisors bought 8,448 Vanguard Core Tax-Exempt Bond ETF shares in Q3 2025, an estimated $623K.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.2% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #63 holding.
  • Oak Hill Wealth Advisors first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q1 2025 and has held it in 3 quarters since.
  • 77 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.