Lynch Investment Planning, LLC
Position in VCRM — Vanguard Core Tax-Exempt Bond ETF
CIK 2110354
NEWTOWN SQUARE, PA
Position in VCRM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$930,281
+$216,901 QoQ
Shares Held
12,379
+31.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.68%
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 | $930,281 | 12,379 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $713,380 | 9,440 | Shares | Sole | 2026-02-24 | |
| No filing history on record for this holder in this stock. | ||||||