PCM
VCRM

Pennsylvania Capital Management’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Pennsylvania Capital Management’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 		$492K Hold
6,444
– – 0.12% 78
2026
Q1 		$484K Buy
6,444
+1,316
+26% +$99.9K 0.14% 74
2025
Q4 		$388K Buy
+5,128
New +$388K 0.11% 81

Other funds holding VCRM

VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 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
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Pennsylvania Capital Management's VCRM Position: Q2 2026 in Review

Pennsylvania Capital Management held its Vanguard Core Tax-Exempt Bond ETF (VCRM) position steady in Q2 2026 at 6,444 shares worth $492K. The position accounts for 0.12% of the portfolio, ranked #78.

Pennsylvania Capital Management first reported a position in VCRM in Q4 2025 and has held it in 3 quarters since. 76 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • Pennsylvania Capital Management held 6,444 shares of Vanguard Core Tax-Exempt Bond ETF worth $492K as of Q2 2026.
  • Pennsylvania Capital Management left its Vanguard Core Tax-Exempt Bond ETF share count unchanged in Q2 2026.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.12% of Pennsylvania Capital Management's portfolio in Q2 2026, its #78 holding.
  • Pennsylvania Capital Management first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 76 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Pennsylvania Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.