San Luis Wealth Advisors’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

San Luis Wealth Advisors’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	$16.4M	Sell	214,094 -16,347	-7%	-$1.24M	2.46%	9
2026 Q1	$17.3M	Sell	230,441 -8,614	-4%	-$654K	2.87%	7
2025 Q4	$18.1M	Buy	239,055 +19,873	+9%	+$1.5M	3.03%	7
2025 Q3	$16.5M	Buy	219,182 +14,775	+7%	+$1.09M	2.97%	7
2025 Q2	$15M	Buy	+204,407	New	+$15M	3.23%	6

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

San Luis Wealth Advisors's VCRM Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 7.1% in Q2 2026, selling an estimated $1.24M and leaving 214,094 shares worth $16.4M. The position accounts for 2.46% of the portfolio, ranked #9.

San Luis Wealth Advisors first reported a position in VCRM in Q2 2025 and has held it in 5 quarters since. The position peaked at $18.1M in Q4 2025. 154 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

San Luis Wealth Advisors held 214,094 shares of Vanguard Core Tax-Exempt Bond ETF worth $16.4M as of Q2 2026.
San Luis Wealth Advisors sold 16,347 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $1.24M.
Vanguard Core Tax-Exempt Bond ETF made up 2.46% of San Luis Wealth Advisors's portfolio in Q2 2026, its #9 holding.
San Luis Wealth Advisors first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
San Luis Wealth Advisors's Vanguard Core Tax-Exempt Bond ETF position peaked at $18.1M in Q4 2025.
154 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.