ACTION POINT FINANCIAL PLANNING, LLC
Position in VCRM — Vanguard Core Tax-Exempt Bond ETF
CIK 2116119
GRAND RAPIDS, MI
Position in VCRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$633,736
+$59,741 QoQ
Shares Held
8,295
+8.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#29
of 48 holders
Holding Since
Mar 2026
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $633,736 | 8,295 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $573,995 | 7,638 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||