Valeo Financial Advisors, LLC
Position in VCRM — Vanguard Core Tax-Exempt Bond ETF
CIK 1722641
CARMEL, IN
Position in VCRM
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,731,831
+$356,382 QoQ
Shares Held
23,045
+26.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||