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Saxon Interests’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Saxon Interests’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
2025
Q4 		– Sell
-3,479
Closed -$256K – 227
2025
Q3 		$256K Buy
+3,479
New +$257K 0.1% 178

Other funds holding VCRM

AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
TWM
Topsail Wealth Management Charlotte, North Carolina $783M AUM 19.25% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Saxon Interests's VCRM Position: Q4 2025 in Review

Saxon Interests sold out of Vanguard Core Tax-Exempt Bond ETF (VCRM) in Q4 2025, closing a stake of 3,479 shares — an estimated $256K sold.

Saxon Interests first reported a position in VCRM in Q3 2025 and held it in 1 quarter. The position peaked at $256K in Q3 2025. 117 funds tracked by Wall St. Rank hold VCRM as of Q4 2025.

  • Saxon Interests reported no remaining Vanguard Core Tax-Exempt Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Saxon Interests sold 3,479 Vanguard Core Tax-Exempt Bond ETF shares in Q4 2025, an estimated $256K.
  • Saxon Interests first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q3 2025 and held it in 1 quarter.
  • Saxon Interests's Vanguard Core Tax-Exempt Bond ETF position peaked at $256K in Q3 2025.
  • 117 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q4 2025.

Based on Saxon Interests's 13F filing for Q4 2025, filed 13 Feb 2026.