PF
VCRM

Penney Financial’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Penney Financial’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 		$8.67M Buy
+113,444
New +$8.59M 3.03% 10

Other funds holding VCRM

VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 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
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

Penney Financial's VCRM Position: Q2 2026 in Review

Penney Financial opened a new position in Vanguard Core Tax-Exempt Bond ETF (VCRM) in Q2 2026: 113,444 shares worth $8.67M. The stake represents 3.03% of the portfolio and ranks #10 among its holdings.

41 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • Penney Financial held 113,444 shares of Vanguard Core Tax-Exempt Bond ETF worth $8.67M as of Q2 2026.
  • Vanguard Core Tax-Exempt Bond ETF was a new Penney Financial position in Q2 2026.
  • Vanguard Core Tax-Exempt Bond ETF made up 3.03% of Penney Financial's portfolio in Q2 2026, its #10 holding.
  • 41 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Penney Financial's 13F filing for Q2 2026, filed 22 Jul 2026.