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
Q2 		$64.3M Buy
841,112
+238,753
+40% +$18.1M 9.61% 2
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 $5.27B AUM 19.34% 1-Year Est. Return
TWM
Topsail Wealth Management Charlotte, North Carolina $783M AUM 19.25% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 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: Q2 2026 in Review

Verum Partners increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 40% in Q2 2026, buying an estimated $18.1M and bringing the position to 841,112 shares worth $64.3M. The position accounts for 9.61% of the portfolio, ranked #2.

Verum Partners first reported a position in VCRM in Q1 2025 and has held it in 6 quarters since. 154 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • Verum Partners held 841,112 shares of Vanguard Core Tax-Exempt Bond ETF worth $64.3M as of Q2 2026.
  • Verum Partners bought 238,753 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $18.1M.
  • Vanguard Core Tax-Exempt Bond ETF made up 9.61% of Verum Partners's portfolio in Q2 2026, its #2 holding.
  • Verum Partners first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 154 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.