OCG
VCRM

Opus Capital Group’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Opus Capital Group’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 		$19M Sell
248,789
-1,087
-0.4% -$82.3K 1.84% 18
2026
Q1 		$18.8M Buy
249,876
+26,606
+12% +$2.02M 2.02% 16
2025
Q4 		$16.9M Buy
223,270
+47,068
+27% +$3.56M 1.83% 17
2025
Q3 		$13.3M Buy
176,202
+26,690
+18% +$1.97M 1.49% 23
2025
Q2 		$11M Buy
149,512
+142,823
+2,135% +$10.5M 1.32% 23
2025
Q1 		$497K Buy
+6,689
New +$500K 0.06% 77

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
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Opus Capital Group's VCRM Position: Q2 2026 in Review

Opus Capital Group reduced its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 0.44% in Q2 2026, selling an estimated $82.3K and leaving 248,789 shares worth $19M. The position accounts for 1.84% of the portfolio, ranked #18.

Opus Capital Group first reported a position in VCRM in Q1 2025 and has held it in 6 quarters since. 154 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • Opus Capital Group held 248,789 shares of Vanguard Core Tax-Exempt Bond ETF worth $19M as of Q2 2026.
  • Opus Capital Group sold 1,087 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $82.3K.
  • Vanguard Core Tax-Exempt Bond ETF made up 1.84% of Opus Capital Group's portfolio in Q2 2026, its #18 holding.
  • Opus Capital Group first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 154 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Opus Capital Group's 13F filing for Q2 2026, filed 31 Jul 2026.