Confluence Wealth Services, Inc.
Position in VCRM — Vanguard Core Tax-Exempt Bond ETF
CIK 1910411
MCMURRAY, PA
Position in VCRM
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$20,248,040
+$3,762,747 QoQ
Shares Held
269,435
+23.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.69%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,248,040 | 269,435 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $16,485,293 | 218,146 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||