SFA
VCRM

Souders Financial Advisors’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Souders Financial Advisors’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 		$1.18M Buy
+15,418
New +$1.17M 0.12% 92

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

Souders Financial Advisors's VCRM Position: Q2 2026 in Review

Souders Financial Advisors opened a new position in Vanguard Core Tax-Exempt Bond ETF (VCRM) in Q2 2026: 15,418 shares worth $1.18M. The stake represents 0.12% of the portfolio and ranks #92 among its holdings.

154 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • Souders Financial Advisors held 15,418 shares of Vanguard Core Tax-Exempt Bond ETF worth $1.18M as of Q2 2026.
  • Vanguard Core Tax-Exempt Bond ETF was a new Souders Financial Advisors position in Q2 2026.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.12% of Souders Financial Advisors's portfolio in Q2 2026, its #92 holding.
  • 154 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.