von Borstel & Associates’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

von Borstel & Associates’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
2025 Q4	–	Sell	-37,192	Closed	-$2.81M	–	169
2025 Q3	$2.81M	Buy	+37,192	New	+$2.74M	0.43%	34

Other funds holding VCRM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Verum Partners Charlotte, North Carolina $526M AUM 16.8% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $4.9B AUM 16.64% 1-Year Est. Return

Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

Topsail Wealth Management Charlotte, North Carolina $678M AUM 13.87% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

San Luis Wealth Advisors San Luis Obispo, California $604M AUM 15.93% 1-Year Est. Return

Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $2.58B AUM 19.72% 1-Year Est. Return