USWIA
VCRM

UP Strategic Wealth Investment Advisors’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

UP Strategic Wealth Investment Advisors’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 		$2.86M Buy
+37,808
New +$2.87M 1.8% 12

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 $2.02B AUM 24.14% 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 $3.21B 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 $3.5B AUM 22.08% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UP Strategic Wealth Investment Advisors's VCRM Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors opened a new position in Vanguard Core Tax-Exempt Bond ETF (VCRM) in Q1 2026: 37,808 shares worth $2.86M. The stake represents 1.8% of the portfolio and ranks #12 among its holdings.

125 funds tracked by Wall St. Rank hold VCRM as of Q1 2026.

  • UP Strategic Wealth Investment Advisors held 37,808 shares of Vanguard Core Tax-Exempt Bond ETF worth $2.86M as of Q1 2026.
  • Vanguard Core Tax-Exempt Bond ETF was a new UP Strategic Wealth Investment Advisors position in Q1 2026.
  • Vanguard Core Tax-Exempt Bond ETF made up 1.8% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #12 holding.
  • 125 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.