SIAP
VCRM

Sterling Investment Advisors (Pennsylvania)’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$324K Hold
4,240
– – 0.05% 183
2026
Q1 		$319K Buy
4,240
+975
+30% +$74K 0.06% 167
2025
Q4 		$247K Hold
3,265
– – 0.05% 181
2025
Q3 		$246K Buy
+3,265
New +$241K 0.05% 173

Other funds holding VCRM

VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 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
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s VCRM Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) held its Vanguard Core Tax-Exempt Bond ETF (VCRM) position steady in Q2 2026 at 4,240 shares worth $324K. The position accounts for 0.05% of the portfolio, ranked #183.

Sterling Investment Advisors (Pennsylvania) first reported a position in VCRM in Q3 2025 and has held it in 4 quarters since. 76 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 4,240 shares of Vanguard Core Tax-Exempt Bond ETF worth $324K as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) left its Vanguard Core Tax-Exempt Bond ETF share count unchanged in Q2 2026.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.05% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #183 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 76 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.