TFO Wealth Partners, LLC
Position in VCRM — Vanguard Core Tax-Exempt Bond ETF
CIK 1698750
MAUMEE, OH
Position in VCRM
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$6,204,308
+$3,957,461 QoQ
Shares Held
82,559
+177.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.99%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,204,308 | 82,559 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,246,847 | 29,732 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,003,835 | 13,340 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||