VBA
VCRM

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

AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 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 $783M AUM 19.25% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

von Borstel & Associates's VCRM Position: Q4 2025 in Review

von Borstel & Associates sold out of Vanguard Core Tax-Exempt Bond ETF (VCRM) in Q4 2025, closing a stake of 37,192 shares — an estimated $2.81M sold.

von Borstel & Associates first reported a position in VCRM in Q3 2025 and held it in 1 quarter. The position peaked at $2.81M in Q3 2025. 117 funds tracked by Wall St. Rank hold VCRM as of Q4 2025.

  • von Borstel & Associates reported no remaining Vanguard Core Tax-Exempt Bond ETF position as of Q4 2025 after selling out during the quarter.
  • von Borstel & Associates sold 37,192 Vanguard Core Tax-Exempt Bond ETF shares in Q4 2025, an estimated $2.81M.
  • von Borstel & Associates first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q3 2025 and held it in 1 quarter.
  • von Borstel & Associates's Vanguard Core Tax-Exempt Bond ETF position peaked at $2.81M in Q3 2025.
  • 117 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q4 2025.

Based on von Borstel & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.