San Luis Wealth Advisors LLC
Position in VCRM — Vanguard Core Tax-Exempt Bond ETF
CIK 1844709
SAN LUIS OBISPO, CA
Position in VCRM
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$17,317,641
-$747,745 QoQ
Shares Held
230,441
-3.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.76%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,317,641 | 230,441 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $18,065,386 | 239,055 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $16,493,445 | 219,182 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $15,038,222 | 204,407 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||