Brio Consultants, LLC
Position in VCRM — Vanguard Core Tax-Exempt Bond ETF
CIK 1747799
SAN FRANCISCO, CA
Position in VCRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,749,941
+$820,970 QoQ
Shares Held
49,083
+25.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.70%
of 13F equity value
Holder Rank
#11
of 48 holders
Holding Since
Jun 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,749,941 | 49,083 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,928,971 | 38,975 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,869,997 | 37,978 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,489,796 | 33,087 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,301,343 | 31,281 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||