WSFS
VCRM

Wilmington Savings Fund Society’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Wilmington Savings Fund Society’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
-5,078
Closed -$382K – 1558
2026
Q1 		$382K Hold
5,078
– – 0.01% 464
2025
Q4 		$384K Buy
+5,078
New +$384K 0.01% 469

Other funds holding VCRM

VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 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
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return

Wilmington Savings Fund Society's VCRM Position: Q2 2026 in Review

Wilmington Savings Fund Society sold out of Vanguard Core Tax-Exempt Bond ETF (VCRM) in Q2 2026, closing a stake of 5,078 shares — an estimated $382K sold.

Wilmington Savings Fund Society first reported a position in VCRM in Q4 2025 and held it in 2 quarters. The position peaked at $384K in Q4 2025. 71 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • Wilmington Savings Fund Society reported no remaining Vanguard Core Tax-Exempt Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 5,078 Vanguard Core Tax-Exempt Bond ETF shares in Q2 2026, an estimated $382K.
  • Wilmington Savings Fund Society first reported a position in Vanguard Core Tax-Exempt Bond ETF in Q4 2025 and held it in 2 quarters.
  • Wilmington Savings Fund Society's Vanguard Core Tax-Exempt Bond ETF position peaked at $384K in Q4 2025.
  • 71 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.