PWS
VCRM

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
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

MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 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
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
LIP
Lynch Investment Planning Newtown Square, Pennsylvania $130M AUM
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

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

Physician Wealth Solutions increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 5.1% in Q2 2026, buying an estimated $274K and bringing the position to 74,716 shares worth $5.71M. The position accounts for 2.16% of the portfolio, ranked #16.

Physician Wealth Solutions first reported a position in VCRM in Q2 2025 and has held it in 5 quarters since. 23 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • Physician Wealth Solutions held 74,716 shares of Vanguard Core Tax-Exempt Bond ETF worth $5.71M as of Q2 2026.
  • Physician Wealth Solutions bought 3,621 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $274K.
  • Vanguard Core Tax-Exempt Bond ETF made up 2.16% of Physician Wealth Solutions's portfolio in Q2 2026, its #16 holding.
  • Physician Wealth Solutions first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 23 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

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