VFA
VCRM

Valeo Financial Advisors’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Valeo Financial 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
Q2 		$1.86M Buy
24,357
+1,312
+6% +$99.4K 0.04% 192
2026
Q1 		$1.73M Buy
23,045
+4,844
+27% +$368K 0.04% 177
2025
Q4 		$1.38M Buy
18,201
+14,550
+399% +$1.1M 0.03% 237
2025
Q3 		$275K Buy
3,651
+190
+5% +$14K 0.01% 640
2025
Q2 		$255K Sell
3,461
-9,172
-73% -$671K 0.01% 634
2025
Q1 		$938K Buy
12,633
+2,380
+23% +$178K 0.03% 275
2024
Q4 		$765K Buy
+10,253
New +$772K 0.02% 323

Other funds holding VCRM

VP
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
CA
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

Valeo Financial Advisors's VCRM Position: Q2 2026 in Review

Valeo Financial Advisors increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 5.7% in Q2 2026, buying an estimated $99.4K and bringing the position to 24,357 shares worth $1.86M. The position accounts for 0.04% of the portfolio, ranked #192.

Valeo Financial Advisors first reported a position in VCRM in Q4 2024 and has held it in 7 quarters since. 53 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • Valeo Financial Advisors held 24,357 shares of Vanguard Core Tax-Exempt Bond ETF worth $1.86M as of Q2 2026.
  • Valeo Financial Advisors bought 1,312 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $99.4K.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.04% of Valeo Financial Advisors's portfolio in Q2 2026, its #192 holding.
  • Valeo Financial Advisors first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 53 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.