TFG
VCRM

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

Tilson Financial Group’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
Q1 		$5.54M Buy
73,771
+17,253
+31% +$1.31M 1.66% 21
2025
Q4 		$4.27M Buy
+56,518
New +$4.28M 1.31% 24

Other funds holding VCRM

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $527M AUM 16.8% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
TWM
Topsail Wealth Management Charlotte, North Carolina $678M AUM 13.87% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $2.58B AUM 19.72% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Tilson Financial Group's VCRM Position: Q1 2026 in Review

Tilson Financial Group increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 31% in Q1 2026, buying an estimated $1.31M and bringing the position to 73,771 shares worth $5.54M. The position accounts for 1.66% of the portfolio, ranked #21.

Tilson Financial Group first reported a position in VCRM in Q4 2025 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold VCRM as of Q1 2026.

  • Tilson Financial Group held 73,771 shares of Vanguard Core Tax-Exempt Bond ETF worth $5.54M as of Q1 2026.
  • Tilson Financial Group bought 17,253 Vanguard Core Tax-Exempt Bond ETF shares in Q1 2026, an estimated $1.31M.
  • Vanguard Core Tax-Exempt Bond ETF made up 1.66% of Tilson Financial Group's portfolio in Q1 2026, its #21 holding.
  • Tilson Financial Group first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q1 2026.

Based on Tilson Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.