Pasadena Private Wealth’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Pasadena Private Wealth’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	$15.1M	Buy	+210,841	New	+$15.7M	1.81%	10

Other funds holding VCRM

HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mills Wealth Advisors Southlake, Texas $316M AUM 8.08% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

TFO Wealth Partners Maumee, Ohio $778M AUM 14.21% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return

Pasadena Private Wealth's VCRM Position: Q3 2026 in Review

Pasadena Private Wealth opened a new position in Vanguard Core Tax-Exempt Bond ETF (VCRM) in Q3 2026: 210,841 shares worth $15.1M. The stake represents 1.81% of the portfolio and ranks #10 among its holdings.

131 funds tracked by Wall St. Rank hold VCRM as of Q3 2026.

Pasadena Private Wealth held 210,841 shares of Vanguard Core Tax-Exempt Bond ETF worth $15.1M as of Q3 2026.
Vanguard Core Tax-Exempt Bond ETF was a new Pasadena Private Wealth position in Q3 2026.
Vanguard Core Tax-Exempt Bond ETF made up 1.81% of Pasadena Private Wealth's portfolio in Q3 2026, its #10 holding.
131 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q3 2026.

Based on Pasadena Private Wealth's 13F filing for Q3 2026, filed 10 Nov 2026.