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

Traub 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	$703K	Hold	9,198	–	–	0.63%	38
2026 Q1	$691K	Buy	9,198 +153	+2%	+$11.6K	0.69%	37
2025 Q4	$684K	Buy	9,045 +2,900	+47%	+$219K	0.66%	42
2025 Q3	$462K	Buy	+6,145	New	+$453K	0.46%	58

Other funds holding VCRM

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

SLWA

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

MLA

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

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

MCFP

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

VFP

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

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

Traub Capital Management held its Vanguard Core Tax-Exempt Bond ETF (VCRM) position steady in Q2 2026 at 9,198 shares worth $703K. The position accounts for 0.63% of the portfolio, ranked #38.

Traub Capital Management first reported a position in VCRM in Q3 2025 and has held it in 4 quarters since. 53 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

Traub Capital Management held 9,198 shares of Vanguard Core Tax-Exempt Bond ETF worth $703K as of Q2 2026.
Traub Capital Management left its Vanguard Core Tax-Exempt Bond ETF share count unchanged in Q2 2026.
Vanguard Core Tax-Exempt Bond ETF made up 0.63% of Traub Capital Management's portfolio in Q2 2026, its #38 holding.
Traub Capital Management first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q3 2025 and has held it in 4 quarters since.
53 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Traub Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.