Balanced Rock Investment Advisors LLC
Position in VCRM — Vanguard Core Tax-Exempt Bond ETF
CIK 2011851
ROSLINDALE, MA
Position in VCRM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$3,590,140
+$109,537 QoQ
Shares Held
47,773
+3.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
16.09%
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 | $3,590,140 | 47,773 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,480,603 | 46,058 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,956,572 | 39,290 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,382,123 | 32,379 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||