WFA
VCRM

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

Websterrogers Financial 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
Q2 		$2.79M Buy
36,485
+20,924
+134% +$1.59M 0.71% 31
2026
Q1 		$1.17M Buy
15,561
+4,912
+46% +$373K 0.33% 41
2025
Q4 		$805K Buy
10,649
+6,107
+134% +$462K 0.23% 46
2025
Q3 		$342K Buy
4,542
+955
+27% +$70.4K 0.1% 64
2025
Q2 		$264K Buy
+3,587
New +$263K 0.08% 70

Other funds holding VCRM

MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
LIP
Lynch Investment Planning Newtown Square, Pennsylvania $130M AUM
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

Websterrogers Financial Advisors's VCRM Position: Q2 2026 in Review

Websterrogers Financial Advisors increased its Vanguard Core Tax-Exempt Bond ETF (VCRM) stake by 134% in Q2 2026, buying an estimated $1.59M and bringing the position to 36,485 shares worth $2.79M. The position accounts for 0.71% of the portfolio, ranked #31.

Websterrogers Financial Advisors first reported a position in VCRM in Q2 2025 and has held it in 5 quarters since. 23 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • Websterrogers Financial Advisors held 36,485 shares of Vanguard Core Tax-Exempt Bond ETF worth $2.79M as of Q2 2026.
  • Websterrogers Financial Advisors bought 20,924 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $1.59M.
  • Vanguard Core Tax-Exempt Bond ETF made up 0.71% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #31 holding.
  • Websterrogers Financial Advisors first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 23 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.