SFC
VCRM

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

Swisher Financial Concepts’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 		– Sell
-3,310
Closed -$249K – 111
2026
Q1 		$249K Hold
3,310
– – 0.14% 86
2025
Q4 		$250K Buy
+3,310
New +$250K 0.14% 80

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
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
ELM
Elite Life Management Sarasota, Florida $85.4M AUM 22.37% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

Swisher Financial Concepts's VCRM Position: Q2 2026 in Review

Swisher Financial Concepts sold out of Vanguard Core Tax-Exempt Bond ETF (VCRM) in Q2 2026, closing a stake of 3,310 shares — an estimated $249K sold.

Swisher Financial Concepts first reported a position in VCRM in Q4 2025 and held it in 2 quarters. The position peaked at $250K in Q4 2025. 98 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • Swisher Financial Concepts reported no remaining Vanguard Core Tax-Exempt Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Swisher Financial Concepts sold 3,310 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $249K.
  • Swisher Financial Concepts first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q4 2025 and held it in 2 quarters.
  • Swisher Financial Concepts's Vanguard Core Tax-Exempt Bond ETF position peaked at $250K in Q4 2025.
  • 98 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.