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
Q2 		$1.56M Buy
20,403
+2,500
+14% +$189K 0.17% 37
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 $5.27B 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

SJS Investment Consulting's VCRM Position: Q2 2026 in Review

SJS Investment Consulting increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 14% in Q2 2026, buying an estimated $189K and bringing the position to 20,403 shares worth $1.56M. The position accounts for 0.17% of the portfolio, ranked #37.

SJS Investment Consulting first reported a position in VCRM in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.29M in Q1 2025. 154 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • SJS Investment Consulting held 20,403 shares of Vanguard Core Tax-Exempt Bond ETF worth $1.56M as of Q2 2026.
  • SJS Investment Consulting bought 2,500 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $189K.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.17% of SJS Investment Consulting's portfolio in Q2 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 6 quarters since.
  • SJS Investment Consulting's Vanguard Core Tax-Exempt Bond ETF position peaked at $2.29M in Q1 2025.
  • 154 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.