PWAM
VCRM

Private Wealth Asset Management’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Private Wealth Asset 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 		$655K Buy
8,576
+3,765
+78% +$285K 0.06% 164
2026
Q1 		$362K Buy
4,811
+2,386
+98% +$181K 0.04% 201
2025
Q4 		$183K Buy
+2,425
New +$183K 0.02% 268

Other funds holding VCRM

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
TWM
Topsail Wealth Management Charlotte, North Carolina $783M AUM 19.25% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return

Private Wealth Asset Management's VCRM Position: Q2 2026 in Review

Private Wealth Asset Management increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 78% in Q2 2026, buying an estimated $285K and bringing the position to 8,576 shares worth $655K. The position accounts for 0.06% of the portfolio, ranked #164.

Private Wealth Asset Management first reported a position in VCRM in Q4 2025 and has held it in 3 quarters since. 154 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • Private Wealth Asset Management held 8,576 shares of Vanguard Core Tax-Exempt Bond ETF worth $655K as of Q2 2026.
  • Private Wealth Asset Management bought 3,765 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $285K.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.06% of Private Wealth Asset Management's portfolio in Q2 2026, its #164 holding.
  • Private Wealth Asset Management first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 154 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.