Waverly Advisors, LLC
Position in VCRM — Vanguard Core Tax-Exempt Bond ETF
CIK 1568787
BIRMINGHAM, AL
Position in VCRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$704,637
+$11,529 QoQ
Shares Held
9,223
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#26
of 48 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VCRM Over Time
Shares Held
Position Value (USD)
All Filings in VCRM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $704,637 | 9,223 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $693,108 | 9,223 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,003,716 | 66,213 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,760,992 | 63,269 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,654,700 | 63,269 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,394,265 | 59,190 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||