Quantum Financial Partners’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Quantum Financial Partners’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	$4.82M	Buy	+63,060	New	+$4.78M	2.46%	11

Other funds holding VCRM

Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return

Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

Penney Financial Houston, Texas $286M AUM 15.45% 1-Year Est. Return

Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

Quantum Financial Partners's VCRM Position: Q2 2026 in Review

Quantum Financial Partners opened a new position in Vanguard Core Tax-Exempt Bond ETF (VCRM) in Q2 2026: 63,060 shares worth $4.82M. The stake represents 2.46% of the portfolio and ranks #11 among its holdings.

40 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

Quantum Financial Partners held 63,060 shares of Vanguard Core Tax-Exempt Bond ETF worth $4.82M as of Q2 2026.
Vanguard Core Tax-Exempt Bond ETF was a new Quantum Financial Partners position in Q2 2026.
Vanguard Core Tax-Exempt Bond ETF made up 2.46% of Quantum Financial Partners's portfolio in Q2 2026, its #11 holding.
40 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Quantum Financial Partners's 13F filing for Q2 2026, filed 20 Jul 2026.