Galvin, Gaustad & Stein, LLC VCRM — VANGUARD MUN BD FDS

Ownership history in Galvin, Gaustad & Stein, LLC  ·  8 quarters on record

AI Ownership Summary

Galvin, Gaustad & Stein, LLC reported VANGUARD MUN BD FDS (VCRM) in 8 quarterly 13F filings from 2024 Q4 through 2026 Q3. Peak portfolio weight reached 0.1% in 2026 Q1. The latest visible filing shows VCRM at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VCRM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Galvin, Gaustad & Stein, LLC's position in VANGUARD MUN BD FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

VCRM was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VCRM stock page Galvin, Gaustad & Stein, LLC fund profile Galvin, Gaustad & Stein, LLC full holdings
How Galvin, Gaustad & Stein, LLC held VCRM — position size vs. price
% of Fund (quarterly)    VCRM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 9,500 -8,525 -47.3% 0.05% $680K 2026-10-08 $71.25
2026 Q2 ADDED — — — 18,025 +1,000 +5.9% 0.10% $1.4M 2026-07-29 $74.43
2026 Q1 ADDED — — — 17,025 +3,594 +26.8% 0.10% $1.3M 2026-05-14 $74.35
2025 Q4 ADDED — — — 13,431 +2,892 +27.4% 0.08% $1.0M 2026-01-23 $73.80
2025 Q3 UNCHANGED — — — 10,539 — 0% 0.06% $793K 2025-10-22 $73.27
2025 Q2 ADDED — — — 10,539 +1,522 +16.9% 0.07% $775K 2025-07-24 $69.50
2025 Q1 ADDED — — — 9,017 +2,017 +28.8% 0.06% $669K 2025-05-07 $69.79
2024 Q4 INITIATED — — — 7,000 — — 0.05% $522K 2025-01-17 $69.93

🏢 Other funds also holding VCRM

As of 2026 Q3 — sorted by position size

Mallini Complete Financial Planning LLC 8.56% Sprinkle Financial Consultants LLC 0.6% Sincerus Advisory, LLC 0.47% FC Advisory LLC 3Y 7Y 0.12% Valeo Financial Advisors, LLC 3Y 7Y 0.05% TITLEIST ASSET MANAGEMENT, LLC 3Y 0.04% Breakwater Capital Group 3Y 0.04% Capital Advisors Wealth Management, LLC 3Y 0.03% Wedmont Private Capital 3Y 0.03% Trust Co 3Y 7Y 0.01%

FAQ About Galvin, Gaustad & Stein, LLC and VCRM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Galvin, Gaustad & Stein, LLC reported owning VCRM?

Galvin, Gaustad & Stein, LLC reported VCRM across 8 quarterly 13F filings, from 2024 Q4 through 2026 Q3.

What was the largest reported VCRM position in Galvin, Gaustad & Stein, LLC's portfolio?

The largest reported portfolio weight for VCRM was 0.10% in 2026 Q1.

What is the latest reported VCRM position on this page?

The most recent filing on this page is 2026 Q3, when Galvin, Gaustad & Stein, LLC reported 9,500 shares, equal to 0.05% of portfolio, with an estimated market value of $680K.

What does the chart on this VCRM ownership page compare?

The chart compares Galvin, Gaustad & Stein, LLC's quarterly VCRM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Galvin, Gaustad & Stein, LLC time their VCRM position?

Based on 13F filing dates vs. subsequent VCRM price moves, Galvin, Gaustad & Stein, LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on VCRM relative to SPY over the holding period was -14.0%.

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