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

Tradewinds Capital 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	$11.8M	Buy	+153,988	New	+$11.7M	2.09%	14

Other funds holding VCRM

Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

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

MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

Penney Financial Houston, Texas $286M AUM 15.45% 1-Year Est. Return

Tradewinds Capital Management's VCRM Position: Q2 2026 in Review

Tradewinds Capital Management opened a new position in Vanguard Core Tax-Exempt Bond ETF (VCRM) in Q2 2026: 153,988 shares worth $11.8M. The stake represents 2.09% of the portfolio and ranks #14 among its holdings.

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

Tradewinds Capital Management held 153,988 shares of Vanguard Core Tax-Exempt Bond ETF worth $11.8M as of Q2 2026.
Vanguard Core Tax-Exempt Bond ETF was a new Tradewinds Capital Management position in Q2 2026.
Vanguard Core Tax-Exempt Bond ETF made up 2.09% of Tradewinds Capital Management's portfolio in Q2 2026, its #14 holding.
53 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.