SF
VCRM

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

Summit Financial’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 		$447K Buy
+5,850
New +$443K ﹤0.01% 1143

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

Summit Financial's VCRM Position: Q2 2026 in Review

Summit Financial opened a new position in Vanguard Core Tax-Exempt Bond ETF (VCRM) in Q2 2026: 5,850 shares worth $447K. The stake represents ﹤0.01% of the portfolio and ranks #1143 among its holdings.

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

  • Summit Financial held 5,850 shares of Vanguard Core Tax-Exempt Bond ETF worth $447K as of Q2 2026.
  • Vanguard Core Tax-Exempt Bond ETF was a new Summit Financial position in Q2 2026.
  • Vanguard Core Tax-Exempt Bond ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1143 holding.
  • 154 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.