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
Q2 		$743K Buy
9,717
+1,267
+15% +$96K ﹤0.01% 1605
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 $5.27B 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

&Partners's VCRM Position: Q2 2026 in Review

&Partners increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 15% in Q2 2026, buying an estimated $96K and bringing the position to 9,717 shares worth $743K. The position accounts for ﹤0.01% of the portfolio, ranked #1605.

&Partners first reported a position in VCRM in Q4 2025 and has held it in 3 quarters since. 154 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • &Partners held 9,717 shares of Vanguard Core Tax-Exempt Bond ETF worth $743K as of Q2 2026.
  • &Partners bought 1,267 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $96K.
  • Vanguard Core Tax-Exempt Bond ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1605 holding.
  • &Partners first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 154 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.