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
Q2 		– Sell
-3,684
Closed -$276K – 178
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 $5.27B AUM 19.34% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
TWM
Topsail Wealth Management Charlotte, North Carolina $783M AUM 19.25% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return

Wayfinding Financial's VCRM Position: Q2 2026 in Review

Wayfinding Financial sold out of Vanguard Core Tax-Exempt Bond ETF (VCRM) in Q2 2026, closing a stake of 3,684 shares — an estimated $276K sold.

Wayfinding Financial first reported a position in VCRM in Q1 2025 and held it in 5 quarters. The position peaked at $3.56M in Q1 2025. 154 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • Wayfinding Financial reported no remaining Vanguard Core Tax-Exempt Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Wayfinding Financial sold 3,684 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $276K.
  • Wayfinding Financial first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q1 2025 and held it in 5 quarters.
  • Wayfinding Financial's Vanguard Core Tax-Exempt Bond ETF position peaked at $3.56M in Q1 2025.
  • 154 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Wayfinding Financial's 13F filing for Q2 2026, filed 13 Aug 2026.