Sincerus Advisory
VCRM icon

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

Sincerus 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
Q3 		$725K Buy
10,125
+1,268
+14% +$94.5K 0.47% 42
2026
Q2 		$677K Buy
8,857
+3,153
+55% +$239K 0.46% 41
2026
Q1 		$429K Buy
+5,704
New +$433K 0.32% 51

Other funds holding VCRM

HBK Sorce Advisory
HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mills Wealth Advisors
Mills Wealth Advisors Southlake, Texas $316M AUM 8.08% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
TFO Wealth Partners
TFO Wealth Partners Maumee, Ohio $778M AUM 14.21% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Sincerus Advisory's VCRM Position: Q3 2026 in Review

Sincerus Advisory increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 14% in Q3 2026, buying an estimated $94.5K and bringing the position to 10,125 shares worth $725K. The position accounts for 0.47% of the portfolio, ranked #42.

Sincerus Advisory first reported a position in VCRM in Q1 2026 and has held it in 3 quarters since. 148 funds tracked by Wall St. Rank hold VCRM as of Q3 2026.

  • Sincerus Advisory held 10,125 shares of Vanguard Core Tax-Exempt Bond ETF worth $725K as of Q3 2026.
  • Sincerus Advisory bought 1,268 Vanguard Core Tax-Exempt Bond ETF shares in Q3 2026, an estimated $94.5K.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.47% of Sincerus Advisory's portfolio in Q3 2026, its #42 holding.
  • Sincerus Advisory first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 148 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q3 2026.

Based on Sincerus Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.