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

Verus Financial 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	$9.09M	Buy	118,924 +21,441	+22%	+$1.62M	0.78%	18
2026 Q1	$7.39M	Buy	97,483 +7,782	+9%	+$591K	0.66%	19
2025 Q4	$6.82M	Buy	89,701 +12,105	+16%	+$916K	0.63%	20
2025 Q3	$5.84M	Buy	77,596 +9,381	+14%	+$692K	0.56%	19
2025 Q2	$5M	Buy	+68,215	New	+$4.99M	0.51%	19

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Verus Financial Partners's VCRM Position: Q2 2026 in Review

Verus Financial Partners increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 22% in Q2 2026, buying an estimated $1.62M and bringing the position to 118,924 shares worth $9.09M. The position accounts for 0.78% of the portfolio, ranked #18.

Verus Financial Partners first reported a position in VCRM in Q2 2025 and has held it in 5 quarters since. 81 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

Verus Financial Partners held 118,924 shares of Vanguard Core Tax-Exempt Bond ETF worth $9.09M as of Q2 2026.
Verus Financial Partners bought 21,441 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $1.62M.
Vanguard Core Tax-Exempt Bond ETF made up 0.78% of Verus Financial Partners's portfolio in Q2 2026, its #18 holding.
Verus Financial Partners first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
81 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.