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
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 $5.05B 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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: Q1 2026 in Review

Opus Capital Group increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 12% in Q1 2026, buying an estimated $2.02M and bringing the position to 249,876 shares worth $18.8M. The position accounts for 2.02% of the portfolio, ranked #16.

Opus Capital Group first reported a position in VCRM in Q1 2025 and has held it in 5 quarters since. 124 funds tracked by Wall St. Rank hold VCRM as of Q1 2026.

  • Opus Capital Group held 249,876 shares of Vanguard Core Tax-Exempt Bond ETF worth $18.8M as of Q1 2026.
  • Opus Capital Group bought 26,606 Vanguard Core Tax-Exempt Bond ETF shares in Q1 2026, an estimated $2.02M.
  • Vanguard Core Tax-Exempt Bond ETF made up 2.02% of Opus Capital Group's portfolio in Q1 2026, its #16 holding.
  • Opus Capital Group first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 124 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q1 2026.

Based on Opus Capital Group's 13F filing for Q1 2026, filed 30 Apr 2026.