Sowell Financial Services LLC
Position in VCRM — Vanguard Core Tax-Exempt Bond ETF
CIK 1633697
NORTH LITTLE ROCK, AR
Position in VCRM
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$409,567
+$107,287 QoQ
Shares Held
5,450
+36.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VCRM Over Time
Shares Held
Position Value (USD)
All Filings in VCRM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $409,567 | 5,450 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $302,280 | 4,000 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||