EVOLVE PRIVATE WEALTH, LLC
Position in VCRM — Vanguard Core Tax-Exempt Bond ETF
CIK 2111131
LOS ANGELES, CA
Position in VCRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$985,483
+$492 QoQ
Shares Held
12,899
-1.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#23
of 48 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $985,483 | 12,899 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $984,991 | 13,107 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||