WF
VCRM

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

Wayfinding Financial’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 		$276K Sell
3,684
-2,347
-39% -$178K 0.12% 117
2025
Q4 		$455K Sell
6,031
-41,300
-87% -$3.12M 0.19% 78
2025
Q3 		$3.56M Sell
47,331
-594
-1% -$43.8K 1.53% 17
2025
Q2 		$3.51M Sell
47,925
-62
-0.1% -$4.54K 1.57% 17
2025
Q1 		$3.56M Buy
+47,987
New +$3.59M 1.56% 17

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

Wayfinding Financial's VCRM Position: Q1 2026 in Review

Wayfinding Financial reduced its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 39% in Q1 2026, selling an estimated $178K and leaving 3,684 shares worth $276K. The position accounts for 0.12% of the portfolio, ranked #117.

Wayfinding Financial first reported a position in VCRM in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.56M in Q1 2025. 124 funds tracked by Wall St. Rank hold VCRM as of Q1 2026.

  • Wayfinding Financial held 3,684 shares of Vanguard Core Tax-Exempt Bond ETF worth $276K as of Q1 2026.
  • Wayfinding Financial sold 2,347 Vanguard Core Tax-Exempt Bond ETF shares in Q1 2026, an estimated $178K.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.12% of Wayfinding Financial's portfolio in Q1 2026, its #117 holding.
  • Wayfinding Financial first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Wayfinding Financial's Vanguard Core Tax-Exempt Bond ETF position peaked at $3.56M in Q1 2025.
  • 124 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.