Physician Wealth Advisors’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Physician Wealth Advisors’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	$6.78M	Buy	88,686 +1,461	+2%	+$111K	0.81%	25
2026 Q1	$6.55M	Buy	87,225 +5,744	+7%	+$436K	0.91%	26
2025 Q4	$6.16M	Buy	81,481 +15,182	+23%	+$1.15M	0.86%	28
2025 Q3	$4.99M	Buy	66,299 +8,348	+14%	+$616K	0.71%	32
2025 Q2	$4.26M	Buy	57,951 +1,911	+3%	+$140K	0.67%	32
2025 Q1	$4.16M	Buy	56,040 +4,725	+9%	+$353K	0.72%	32
2024 Q4	$3.83M	Buy	+51,315	New	+$3.87M	0.65%	32

Other funds holding VCRM

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 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

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

Physician Wealth Advisors's VCRM Position: Q2 2026 in Review

Physician Wealth Advisors increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 1.7% in Q2 2026, buying an estimated $111K and bringing the position to 88,686 shares worth $6.78M. The position accounts for 0.81% of the portfolio, ranked #25.

Physician Wealth Advisors first reported a position in VCRM in Q4 2024 and has held it in 7 quarters since. 76 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

Physician Wealth Advisors held 88,686 shares of Vanguard Core Tax-Exempt Bond ETF worth $6.78M as of Q2 2026.
Physician Wealth Advisors bought 1,461 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $111K.
Vanguard Core Tax-Exempt Bond ETF made up 0.81% of Physician Wealth Advisors's portfolio in Q2 2026, its #25 holding.
Physician Wealth Advisors first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
76 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.