TAGStone Capital’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

TAGStone Capital’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	$7.31M	Sell	95,674 -1,500	-2%	-$114K	2.32%	10
2026 Q1	$7.3M	Sell	97,174 -6,653	-6%	-$505K	2.58%	8
2025 Q4	$7.85M	Buy	103,827 +8,375	+9%	+$634K	2.92%	8
2025 Q3	$7.18M	Buy	95,452 +43,994	+85%	+$3.24M	2.85%	8
2025 Q2	$3.77M	Buy	+51,458	New	+$3.77M	1.56%	17

Other funds holding VCRM

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

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 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 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

TAGStone Capital's VCRM Position: Q2 2026 in Review

TAGStone Capital reduced its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 1.5% in Q2 2026, selling an estimated $114K and leaving 95,674 shares worth $7.31M. The position accounts for 2.32% of the portfolio, ranked #10.

TAGStone Capital first reported a position in VCRM in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.85M in Q4 2025. 154 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

TAGStone Capital held 95,674 shares of Vanguard Core Tax-Exempt Bond ETF worth $7.31M as of Q2 2026.
TAGStone Capital sold 1,500 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $114K.
Vanguard Core Tax-Exempt Bond ETF made up 2.32% of TAGStone Capital's portfolio in Q2 2026, its #10 holding.
TAGStone Capital first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
TAGStone Capital's Vanguard Core Tax-Exempt Bond ETF position peaked at $7.85M in Q4 2025.
154 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.