SMA
VCRM

Seven Mile Advisory’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Seven Mile Advisory’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
Q1 		– Sell
-18,381
Closed -$1.39M – 292
2025
Q4 		$1.39M Buy
+18,381
New +$1.39M 0.24% 58

Other funds holding VCRM

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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 $678M AUM 13.87% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Seven Mile Advisory's VCRM Position: Q1 2026 in Review

Seven Mile Advisory sold out of Vanguard Core Tax-Exempt Bond ETF (VCRM) in Q1 2026, closing a stake of 18,381 shares — an estimated $1.39M sold.

Seven Mile Advisory first reported a position in VCRM in Q4 2025 and held it in 1 quarter. The position peaked at $1.39M in Q4 2025. 124 funds tracked by Wall St. Rank hold VCRM as of Q1 2026.

  • Seven Mile Advisory reported no remaining Vanguard Core Tax-Exempt Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Seven Mile Advisory sold 18,381 Vanguard Core Tax-Exempt Bond ETF shares in Q1 2026, an estimated $1.39M.
  • Seven Mile Advisory first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q4 2025 and held it in 1 quarter.
  • Seven Mile Advisory's Vanguard Core Tax-Exempt Bond ETF position peaked at $1.39M in Q4 2025.
  • 124 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.