TWM
VCRM

Topsail Wealth Management’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Topsail Wealth Management’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 		$47M Buy
615,176
+231,019
+60% +$17.5M 6% 7
2026
Q1 		$28.9M Buy
384,157
+57,303
+18% +$4.35M 4.26% 7
2025
Q4 		$24.7M Buy
326,854
+126,850
+63% +$9.6M 3.62% 7
2025
Q3 		$15.1M Buy
200,004
+89,693
+81% +$6.61M 2.55% 8
2025
Q2 		$8.12M Buy
110,311
+31,266
+40% +$2.29M 1.48% 12
2025
Q1 		$5.87M Buy
79,045
+45,689
+137% +$3.42M 1.19% 13
2024
Q4 		$2.49M Buy
+33,356
New +$2.51M 0.53% 20

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
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
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Topsail Wealth Management's VCRM Position: Q2 2026 in Review

Topsail Wealth Management increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 60% in Q2 2026, buying an estimated $17.5M and bringing the position to 615,176 shares worth $47M. The position accounts for 6% of the portfolio, ranked #7.

Topsail Wealth Management first reported a position in VCRM in Q4 2024 and has held it in 7 quarters since. 154 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • Topsail Wealth Management held 615,176 shares of Vanguard Core Tax-Exempt Bond ETF worth $47M as of Q2 2026.
  • Topsail Wealth Management bought 231,019 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $17.5M.
  • Vanguard Core Tax-Exempt Bond ETF made up 6% of Topsail Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Topsail Wealth Management first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 154 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Topsail Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.