SRC
VCRM

Shufro Rose & Co’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Shufro Rose & Co’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 		– Sell
-4,456
Closed -$335K – 334
2026
Q1 		$335K Hold
4,456
– – 0.02% 228
2025
Q4 		$337K Buy
4,456
+940
+27% +$71.1K 0.02% 219
2025
Q3 		$261K Hold
3,516
– – 0.02% 253
2025
Q2 		$261K Hold
3,516
– – 0.02% 251
2025
Q1 		$261K Buy
+3,516
New +$263K 0.02% 255

Other funds holding VCRM

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
VP
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
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
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

Shufro Rose & Co's VCRM Position: Q2 2026 in Review

Shufro Rose & Co sold out of Vanguard Core Tax-Exempt Bond ETF (VCRM) in Q2 2026, closing a stake of 4,456 shares — an estimated $335K sold.

Shufro Rose & Co first reported a position in VCRM in Q1 2025 and held it in 5 quarters. The position peaked at $337K in Q4 2025. 154 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • Shufro Rose & Co reported no remaining Vanguard Core Tax-Exempt Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Shufro Rose & Co sold 4,456 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $335K.
  • Shufro Rose & Co first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q1 2025 and held it in 5 quarters.
  • Shufro Rose & Co's Vanguard Core Tax-Exempt Bond ETF position peaked at $337K in Q4 2025.
  • 154 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.