S.A. Mason
VCRM icon

S.A. Mason’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

S.A. Mason’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
Q3 		$3.98M Buy
55,630
+2,850
+5% +$212K 1.17% 19
2026
Q2 		$4.03M Buy
52,780
+1,800
+4% +$136K 1.24% 17
2026
Q1 		$3.83M Buy
50,980
+5,122
+11% +$389K 1.44% 14
2025
Q4 		$3.47M Buy
+45,858
New +$3.47M 1.37% 14

Other funds holding VCRM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mills Wealth Advisors
Mills Wealth Advisors Southlake, Texas $316M AUM 8.08% 1-Year Est. Return
Asio Capital
Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
San Luis Wealth Advisors
San Luis Wealth Advisors San Luis Obispo, California $660M AUM 11.72% 1-Year Est. Return
MB, Levis & Associates
MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return
Verum Partners
Verum Partners Charlotte, North Carolina $623M AUM 13.08% 1-Year Est. Return
Mallini Complete Financial Planning
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
Keystone Financial Group (Georgia)
Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

S.A. Mason's VCRM Position: Q3 2026 in Review

S.A. Mason increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 5.4% in Q3 2026, buying an estimated $212K and bringing the position to 55,630 shares worth $3.98M. The position accounts for 1.17% of the portfolio, ranked #19.

S.A. Mason first reported a position in VCRM in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.03M in Q2 2026. 57 funds tracked by Wall St. Rank hold VCRM as of Q3 2026.

  • S.A. Mason held 55,630 shares of Vanguard Core Tax-Exempt Bond ETF worth $3.98M as of Q3 2026.
  • S.A. Mason bought 2,850 Vanguard Core Tax-Exempt Bond ETF shares in Q3 2026, an estimated $212K.
  • Vanguard Core Tax-Exempt Bond ETF made up 1.17% of S.A. Mason's portfolio in Q3 2026, its #19 holding.
  • S.A. Mason first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • S.A. Mason's Vanguard Core Tax-Exempt Bond ETF position peaked at $4.03M in Q2 2026.
  • 57 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.