Retirement Planning Group (Kansas)’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Retirement Planning Group (Kansas)’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	$944K	Buy	12,355 +8,094	+190%	+$613K	0.02%	242
2026 Q1	$320K	Sell	4,261 -75	-2%	-$5.7K	0.01%	378
2025 Q4	$328K	Buy	4,336 +1,035	+31%	+$78.3K	0.01%	321
2025 Q3	$248K	Sell	3,301 -2,173	-40%	-$160K	0.01%	356
2025 Q2	$403K	Sell	5,474 -4,582	-46%	-$335K	0.02%	228
2025 Q1	$747K	Buy	+10,056	New	+$752K	0.04%	162

Other funds holding VCRM

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

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 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 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

Retirement Planning Group (Kansas)'s VCRM Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 190% in Q2 2026, buying an estimated $613K and bringing the position to 12,355 shares worth $944K. The position accounts for 0.02% of the portfolio, ranked #242.

Retirement Planning Group (Kansas) first reported a position in VCRM in Q1 2025 and has held it in 6 quarters since. 155 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

Retirement Planning Group (Kansas) held 12,355 shares of Vanguard Core Tax-Exempt Bond ETF worth $944K as of Q2 2026.
Retirement Planning Group (Kansas) bought 8,094 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $613K.
Vanguard Core Tax-Exempt Bond ETF made up 0.02% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #242 holding.
Retirement Planning Group (Kansas) first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q1 2025 and has held it in 6 quarters since.
155 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.