Physician Wealth Advisors, Inc.
Position in VCRM — Vanguard Core Tax-Exempt Bond ETF
CIK 1795173
MIDVALE, UT
Position in VCRM
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$6,554,958
+$397,439 QoQ
Shares Held
87,225
+7.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.76%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,554,958 | 87,225 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $6,157,519 | 81,481 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $4,988,999 | 66,299 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,263,455 | 57,951 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $4,160,409 | 56,040 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $3,827,072 | 51,315 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||