OWA
VCRM

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

Oak 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
2026
Q2 		$1.31M Buy
17,182
+1,454
+9% +$110K 0.63% 23
2026
Q1 		$1.18M Buy
15,728
+9,263
+143% +$703K 0.65% 22
2025
Q4 		$489K Buy
+6,465
New +$489K 0.28% 40

Other funds holding VCRM

VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 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
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return

Oak Wealth Advisors's VCRM Position: Q2 2026 in Review

Oak Wealth Advisors increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 9.2% in Q2 2026, buying an estimated $110K and bringing the position to 17,182 shares worth $1.31M. The position accounts for 0.63% of the portfolio, ranked #23.

Oak Wealth Advisors first reported a position in VCRM in Q4 2025 and has held it in 3 quarters since. 69 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • Oak Wealth Advisors held 17,182 shares of Vanguard Core Tax-Exempt Bond ETF worth $1.31M as of Q2 2026.
  • Oak Wealth Advisors bought 1,454 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $110K.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.63% of Oak Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • Oak Wealth Advisors first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 69 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.