Next Level Wealth Planning, LLC
Position in VCRM — Vanguard Core Tax-Exempt Bond ETF
CIK 2044208
Meridian, ID
Position in VCRM
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$682,437
+$471,975 QoQ
Shares Held
9,081
+226.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.65%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $682,437 | 9,081 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $210,462 | 2,785 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $200,616 | 2,666 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||