Opus Capital Group
VCRM icon

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
Q3 		$10.8M Sell
151,011
-97,778
-39% -$7.29M 1.06% 26
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

HBK Sorce Advisory
HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mills Wealth Advisors
Mills Wealth Advisors Southlake, Texas $316M AUM 8.08% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
TFO Wealth Partners
TFO Wealth Partners Maumee, Ohio $778M AUM 14.21% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
Asio Capital
Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Sage Financial Group
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return

Opus Capital Group's VCRM Position: Q3 2026 in Review

Opus Capital Group reduced its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 39% in Q3 2026, selling an estimated $7.29M and leaving 151,011 shares worth $10.8M. The position accounts for 1.06% of the portfolio, ranked #26.

Opus Capital Group first reported a position in VCRM in Q1 2025 and has held it in 7 quarters since. The position peaked at $19M in Q2 2026. 131 funds tracked by Wall St. Rank hold VCRM as of Q3 2026.

  • Opus Capital Group held 151,011 shares of Vanguard Core Tax-Exempt Bond ETF worth $10.8M as of Q3 2026.
  • Opus Capital Group sold 97,778 Vanguard Core Tax-Exempt Bond ETF shares in Q3 2026, an estimated $7.29M.
  • Vanguard Core Tax-Exempt Bond ETF made up 1.06% of Opus Capital Group's portfolio in Q3 2026, its #26 holding.
  • Opus Capital Group first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q1 2025 and has held it in 7 quarters since.
  • Opus Capital Group's Vanguard Core Tax-Exempt Bond ETF position peaked at $19M in Q2 2026.
  • 131 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q3 2026.

Based on Opus Capital Group's 13F filing for Q3 2026, filed 30 Oct 2026.