SA
VCRM

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
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

VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 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
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
PF
Penney Financial Houston, Texas $286M AUM 15.45% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return

Sincerus Advisory's VCRM Position: Q2 2026 in Review

Sincerus Advisory increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 55% in Q2 2026, buying an estimated $239K and bringing the position to 8,857 shares worth $677K. The position accounts for 0.46% of the portfolio, ranked #41.

Sincerus Advisory first reported a position in VCRM in Q1 2026 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • Sincerus Advisory held 8,857 shares of Vanguard Core Tax-Exempt Bond ETF worth $677K as of Q2 2026.
  • Sincerus Advisory bought 3,153 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $239K.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.46% of Sincerus Advisory's portfolio in Q2 2026, its #41 holding.
  • Sincerus Advisory first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Sincerus Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.