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

Physician Wealth Solutions’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	$4.02M	Sell	56,204 -18,512	-25%	-$1.38M	1.58%	21
2026 Q2	$5.71M	Buy	74,716 +3,621	+5%	+$274K	2.16%	16
2026 Q1	$5.34M	Sell	71,095 -4,109	-5%	-$312K	2.21%	16
2025 Q4	$5.68M	Buy	75,204 +5,067	+7%	+$383K	2.41%	17
2025 Q3	$5.28M	Sell	70,137 -2,249	-3%	-$166K	2.3%	17
2025 Q2	$5.33M	Buy	+72,386	New	+$5.3M	2.47%	15

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

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 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

Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 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

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Physician Wealth Solutions's VCRM Position: Q3 2026 in Review

Physician Wealth Solutions reduced its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 25% in Q3 2026, selling an estimated $1.38M and leaving 56,204 shares worth $4.02M. The position accounts for 1.58% of the portfolio, ranked #21.

Physician Wealth Solutions first reported a position in VCRM in Q2 2025 and has held it in 6 quarters since. The position peaked at $5.71M in Q2 2026. 166 funds tracked by Wall St. Rank hold VCRM as of Q3 2026.

Physician Wealth Solutions held 56,204 shares of Vanguard Core Tax-Exempt Bond ETF worth $4.02M as of Q3 2026.
Physician Wealth Solutions sold 18,512 Vanguard Core Tax-Exempt Bond ETF shares in Q3 2026, an estimated $1.38M.
Vanguard Core Tax-Exempt Bond ETF made up 1.58% of Physician Wealth Solutions's portfolio in Q3 2026, its #21 holding.
Physician Wealth Solutions first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q2 2025 and has held it in 6 quarters since.
Physician Wealth Solutions's Vanguard Core Tax-Exempt Bond ETF position peaked at $5.71M in Q2 2026.
166 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q3 2026.

Based on Physician Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.