Osaic Holdings
VCRM

Osaic Holdings’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Osaic Holdings’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 		$989K Buy
12,948
+8,753
+209% +$663K ﹤0.01% 3007
2026
Q1 		$315K Buy
4,195
+154
+4% +$11.7K ﹤0.01% 3781
2025
Q4 		$305K Buy
4,041
+264
+7% +$20K ﹤0.01% 3791
2025
Q3 		$284K Buy
3,777
+497
+15% +$36.6K ﹤0.01% 3918
2025
Q2 		$241K Sell
3,280
-2,083
-39% -$152K ﹤0.01% 3771
2025
Q1 		$398K Buy
+5,363
New +$401K ﹤0.01% 3073

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
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return

Osaic Holdings's VCRM Position: Q2 2026 in Review

Osaic Holdings increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 209% in Q2 2026, buying an estimated $663K and bringing the position to 12,948 shares worth $989K. The position accounts for ﹤0.01% of the portfolio, ranked #3007.

Osaic Holdings first reported a position in VCRM in Q1 2025 and has held it in 6 quarters since. 155 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • Osaic Holdings held 12,948 shares of Vanguard Core Tax-Exempt Bond ETF worth $989K as of Q2 2026.
  • Osaic Holdings bought 8,753 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $663K.
  • Vanguard Core Tax-Exempt Bond ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #3007 holding.
  • Osaic Holdings first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 155 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.