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

Rialto Wealth 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	$3.2M	Buy	+41,824	New	+$3.17M	0.63%	36

Other funds holding VCRM

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

Topsail Wealth Management Charlotte, North Carolina $783M AUM 19.25% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

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

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return

Rialto Wealth Management's VCRM Position: Q2 2026 in Review

Rialto Wealth Management opened a new position in Vanguard Core Tax-Exempt Bond ETF (VCRM) in Q2 2026: 41,824 shares worth $3.2M. The stake represents 0.63% of the portfolio and ranks #36 among its holdings.

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

Rialto Wealth Management held 41,824 shares of Vanguard Core Tax-Exempt Bond ETF worth $3.2M as of Q2 2026.
Vanguard Core Tax-Exempt Bond ETF was a new Rialto Wealth Management position in Q2 2026.
Vanguard Core Tax-Exempt Bond ETF made up 0.63% of Rialto Wealth Management's portfolio in Q2 2026, its #36 holding.
154 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

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