WA
VCRM

Waverly Advisors’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Waverly Advisors’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 		$693K Sell
9,223
-56,990
-86% -$4.33M 0.01% 941
2025
Q4 		$5M Buy
66,213
+2,944
+5% +$223K 0.04% 376
2025
Q3 		$4.76M Hold
63,269
– – 0.05% 331
2025
Q2 		$4.65M Buy
63,269
+4,079
+7% +$299K 0.05% 316
2025
Q1 		$4.39M Buy
+59,190
New +$4.43M 0.05% 319

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
VP
Verum Partners Charlotte, North Carolina $527M AUM 16.8% 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

Waverly Advisors's VCRM Position: Q1 2026 in Review

Waverly Advisors reduced its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 86% in Q1 2026, selling an estimated $4.33M and leaving 9,223 shares worth $693K. The position accounts for 0.01% of the portfolio, ranked #941.

Waverly Advisors first reported a position in VCRM in Q1 2025 and has held it in 5 quarters since. The position peaked at $5M in Q4 2025. 124 funds tracked by Wall St. Rank hold VCRM as of Q1 2026.

  • Waverly Advisors held 9,223 shares of Vanguard Core Tax-Exempt Bond ETF worth $693K as of Q1 2026.
  • Waverly Advisors sold 56,990 Vanguard Core Tax-Exempt Bond ETF shares in Q1 2026, an estimated $4.33M.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #941 holding.
  • Waverly Advisors first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Waverly Advisors's Vanguard Core Tax-Exempt Bond ETF position peaked at $5M in Q4 2025.
  • 124 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.