SIC
VCRM

SJS Investment Consulting’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

SJS Investment Consulting’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 		$1.35M Buy
17,903
+180
+1% +$13.7K 0.16% 37
2025
Q4 		$1.34M Buy
17,723
+195
+1% +$14.8K 0.17% 37
2025
Q3 		$1.32M Sell
17,528
-6,246
-26% -$461K 0.18% 36
2025
Q2 		$1.75M Sell
23,774
-7,097
-23% -$519K 0.28% 30
2025
Q1 		$2.29M Buy
+30,871
New +$2.31M 0.39% 24

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 $1.83B AUM 18.24% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $527M AUM 16.8% 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 $2.58B AUM 19.72% 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

SJS Investment Consulting's VCRM Position: Q1 2026 in Review

SJS Investment Consulting increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 1% in Q1 2026, buying an estimated $13.7K and bringing the position to 17,903 shares worth $1.35M. The position accounts for 0.16% of the portfolio, ranked #37.

SJS Investment Consulting first reported a position in VCRM in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.29M in Q1 2025. 124 funds tracked by Wall St. Rank hold VCRM as of Q1 2026.

  • SJS Investment Consulting held 17,903 shares of Vanguard Core Tax-Exempt Bond ETF worth $1.35M as of Q1 2026.
  • SJS Investment Consulting bought 180 Vanguard Core Tax-Exempt Bond ETF shares in Q1 2026, an estimated $13.7K.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.16% of SJS Investment Consulting's portfolio in Q1 2026, its #37 holding.
  • SJS Investment Consulting first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • SJS Investment Consulting's Vanguard Core Tax-Exempt Bond ETF position peaked at $2.29M in Q1 2025.
  • 124 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q1 2026.

Based on SJS Investment Consulting's 13F filing for Q1 2026, filed 23 Apr 2026.