VP
VCRM

Verum Partners’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Verum Partners’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 		$45.3M Buy
602,359
+122,308
+25% +$9.29M 8.6% 1
2025
Q4 		$36.3M Buy
480,051
+297,513
+163% +$22.5M 7.31% 2
2025
Q3 		$13.7M Buy
182,538
+15,851
+10% +$1.17M 2.92% 11
2025
Q2 		$12.3M Buy
166,687
+161,601
+3,177% +$11.8M 2.82% 11
2025
Q1 		$378K Buy
+5,086
New +$380K 0.1% 107

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 $1.83B AUM 18.24% 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 $2.58B AUM 19.72% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Verum Partners's VCRM Position: Q1 2026 in Review

Verum Partners increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 25% in Q1 2026, buying an estimated $9.29M and bringing the position to 602,359 shares worth $45.3M. The position accounts for 8.6% of the portfolio, ranked #1.

Verum Partners first reported a position in VCRM in Q1 2025 and has held it in 5 quarters since. 124 funds tracked by Wall St. Rank hold VCRM as of Q1 2026.

  • Verum Partners held 602,359 shares of Vanguard Core Tax-Exempt Bond ETF worth $45.3M as of Q1 2026.
  • Verum Partners bought 122,308 Vanguard Core Tax-Exempt Bond ETF shares in Q1 2026, an estimated $9.29M.
  • Vanguard Core Tax-Exempt Bond ETF made up 8.6% of Verum Partners's portfolio in Q1 2026, its #1 holding.
  • Verum Partners first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 124 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q1 2026.

Based on Verum Partners's 13F filing for Q1 2026, filed 15 Apr 2026.