Valeo Financial Advisors, LLC
Position in VCRM — VANGUARD CORE TAX-EXEMPT BOND ETF
CIK 1722641
CARMEL, IN
All Filings in VCRM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,860,874 | 24,357 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,731,831 | 23,045 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,375,449 | 18,201 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $274,737 | 3,651 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $254,625 | 3,461 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $937,873 | 12,633 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $764,668 | 10,253 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||