P
VCRM

&Partners’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

&Partners’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 		$635K Buy
8,450
+1,745
+26% +$133K ﹤0.01% 1559
2025
Q4 		$507K Buy
+6,705
New +$507K ﹤0.01% 1603

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
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

&Partners's VCRM Position: Q1 2026 in Review

&Partners increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 26% in Q1 2026, buying an estimated $133K and bringing the position to 8,450 shares worth $635K. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

&Partners first reported a position in VCRM in Q4 2025 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold VCRM as of Q1 2026.

  • &Partners held 8,450 shares of Vanguard Core Tax-Exempt Bond ETF worth $635K as of Q1 2026.
  • &Partners bought 1,745 Vanguard Core Tax-Exempt Bond ETF shares in Q1 2026, an estimated $133K.
  • Vanguard Core Tax-Exempt Bond ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1559 holding.
  • &Partners first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.